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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $319,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,700 | $115,444+73.9% | $65,493+206.4% | $102,872+95.1% |
| Participation rate | 99.7% | 71.2%+28.6pp | 73.1%+26.6pp | 73.0%+26.7pp |
| Annual return | 14.14% | 15.94%-1.8pp | 982.45%-968.3pp | 19.06%-4.9pp |
| Employer contribution / active EE | $10,783 | $3,409+216.3% | $2,574+318.9% | $3,526+205.8% |
| Participant deferral / active EE | $4,641 | $4,118+12.7% | $3,961+17.2% | $5,535-16.1% |
| Admin fee / account holder | $103 | $123-16.0% | $5,028-97.9% | $292-64.6% |