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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $190,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,234 | $98,780+53.1% | $60,874+148.4% | $77,904+94.1% |
| Participation rate | 97.0% | 76.7%+20.3pp | 73.1%+23.9pp | 73.7%+23.3pp |
| Annual return | -13.46% | -11.56%-1.9pp | 16.90%-30.4pp | 12.21%-25.7pp |
| Employer contribution / active EE | $8,474 | $3,605+135.1% | $2,701+213.7% | $2,848+197.6% |
| Participant deferral / active EE | $3,554 | $4,200-15.4% | $3,817-6.9% | $4,806-26.1% |
| Admin fee / account holder | $63 | $89-28.7% | $3,224-98.0% | $133-52.3% |