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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $269,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,427 | $113,293+63.7% | $67,502+174.7% | $199,593-7.1% |
| Participation rate | 99.7% | 73.3%+26.3pp | 72.9%+26.8pp | 72.0%+27.7pp |
| Annual return | 12.16% | 15.88%-3.7pp | 3512.12%-3500.0pp | 34.25%-22.1pp |
| Employer contribution / active EE | $9,945 | $3,401+192.4% | $2,731+264.2% | $3,034+227.8% |
| Participant deferral / active EE | $4,255 | $4,159+2.3% | $4,000+6.4% | $5,087-16.3% |
| Admin fee / account holder | $87 | $103-14.9% | $3,998-97.8% | $269-67.5% |