Filed May 3, 2008 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $201,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,607 | $120,057+47.9% | $75,696+134.6% | $93,030+90.9% |
| Participation rate | 97.7% | 77.3%+20.4pp | 74.8%+22.9pp | 73.9%+23.8pp |
| Annual return | 12.95% | 19.62%-6.7pp | 104.53%-91.6pp | 158.70%-145.8pp |
| Employer contribution / active EE | $8,071 | $3,253+148.1% | $2,743+194.3% | $2,706+198.3% |
| Participant deferral / active EE | $3,361 | $4,089-17.8% | $3,821-12.0% | $4,562-26.3% |
| Admin fee / account holder | $68 | $81-16.1% | $3,619-98.1% | $152-55.0% |