Filed February 11, 2011 (most recent of 2 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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,845 |
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 | $129,096 | $45,073+186.4% | $69,455+85.9% | $72,985+76.9% |
| Participation rate | 98.9% | 68.5%+30.4pp | 74.6%+24.3pp | 69.5%+29.4pp |
| Annual return | 18.26% | 22.65%-4.4pp | 28.97%-10.7pp | 81.00%-62.7pp |
| Employer contribution / active EE | $4,722 | $2,054+129.9% | $2,779+69.9% | $2,440+93.5% |
| Participant deferral / active EE | $6,238 | $2,602+139.8% | $3,535+76.4% | $3,607+72.9% |
| Admin fee / account holder | $148 | $3,056-95.2% | $3,839-96.1% | $5,124-97.1% |