Filed October 18, 2004
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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,802 |
Service code 27 · EIN 04-2541452 | Advisory (Plan) | $5,423 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,147 | $43,327+87.3% | $59,878+35.5% | $64,186+26.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.12% | -1.55%-2.6pp | 3.46%-7.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $3,403 | $2,028+67.8% | $2,722+25.0% | $2,381+42.9% |
| Participant deferral / active EE | $5,182 | $2,546+103.5% | $3,402+52.3% | $3,470+49.4% |
| Admin fee / account holder | $81 | $3,005-97.3% | $3,590-97.8% | $4,888-98.4% |