Filed May 15, 2013 (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 9-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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,366 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,364 | $84,948+145.3% | $70,449+195.8% | $73,409+183.8% |
| Participation rate | 98.2% | 79.9%+18.2pp | 75.1%+23.1pp | 72.2%+26.0pp |
| Annual return | 12.92% | 13.39%-0.5pp | 109.03%-96.1pp | 59.29%-46.4pp |
| Employer contribution / active EE | $6,398 | $2,834+125.8% | $2,737+133.8% | $2,234+186.4% |
| Participant deferral / active EE | $7,184 | $3,387+112.1% | $3,709+93.7% | $3,805+88.8% |
| Admin fee / account holder | $61 | $98-37.5% | $3,845-98.4% | $158-61.1% |