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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,266 |
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 | $146,276 | $42,894+241.0% | $60,874+140.3% | $68,494+113.6% |
| Participation rate | 99.0% | 66.8%+32.2pp | 73.1%+25.9pp | 67.9%+31.1pp |
| Annual return | -12.52% | -13.98%+1.5pp | 16.90%-29.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $4,905 | $1,978+148.0% | $2,701+81.6% | $2,596+88.9% |
| Participant deferral / active EE | $6,217 | $2,867+116.9% | $3,817+62.9% | $4,027+54.4% |
| Admin fee / account holder | $211 | $3,101-93.2% | $3,224-93.4% | $5,403-96.1% |