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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,505 |
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 | $162,878 | $74,706+118.0% | $75,696+115.2% | $79,386+105.2% |
| Participation rate | 98.0% | 75.3%+22.7pp | 74.8%+23.2pp | 70.7%+27.3pp |
| Annual return | 15.58% | 18.52%-2.9pp | 104.53%-88.9pp | 116.85%-101.3pp |
| Employer contribution / active EE | $4,581 | $2,590+76.9% | $2,743+67.0% | $2,427+88.7% |
| Participant deferral / active EE | $6,059 | $3,533+71.5% | $3,821+58.6% | $4,046+49.8% |
| Admin fee / account holder | $206 | $374-45.1% | $3,619-94.3% | $626-67.2% |