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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $50,091 |
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 | $169,388 | $65,557+158.4% | $64,056+164.4% | $71,457+137.0% |
| Participation rate | 99.0% | 73.2%+25.9pp | 72.3%+26.7pp | 67.9%+31.1pp |
| Annual return | 16.20% | 18.94%-2.7pp | 33.69%-17.5pp | 28.85%-12.6pp |
| Employer contribution / active EE | $4,868 | $2,669+82.4% | $2,747+77.3% | $2,588+88.1% |
| Participant deferral / active EE | $6,585 | $3,626+81.6% | $3,880+69.7% | $4,289+53.5% |
| Admin fee / account holder | $225 | $616-63.5% | $3,068-92.7% | $1,587-85.8% |