Filed March 26, 1998
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 | $1,980 |
Filed as: FIDELITY INV. INST. OPR. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $72 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,318 | $65,557+51.5% | $64,056+55.0% | $71,457+39.0% |
| Participation rate | 98.0% | 73.2%+24.8pp | 72.3%+25.7pp | 67.9%+30.1pp |
| Annual return | 15.54% | 18.94%-3.4pp | 33.69%-18.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $4,004 | $2,669+50.0% | $2,747+45.8% | $2,588+54.7% |
| Participant deferral / active EE | $5,352 | $3,626+47.6% | $3,880+37.9% | $4,289+24.8% |
| Admin fee / account holder | $4 | $616-99.4% | $3,068-99.9% | $1,587-99.8% |