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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $203,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,336 | $105,179+61.0% | $64,056+164.4% | $80,160+111.2% |
| Participation rate | 99.5% | 73.5%+26.0pp | 72.3%+27.2pp | 72.9%+26.6pp |
| Annual return | 14.85% | 20.34%-5.5pp | 33.69%-18.8pp | 40.38%-25.5pp |
| Employer contribution / active EE | $9,738 | $3,311+194.2% | $2,747+254.6% | $2,978+227.0% |
| Participant deferral / active EE | $4,140 | $4,020+3.0% | $3,880+6.7% | $5,017-17.5% |
| Admin fee / account holder | $67 | $113-40.9% | $3,068-97.8% | $145-53.8% |