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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $60,293 |
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 | $185,986 | $69,763+166.6% | $67,502+175.5% | $74,495+149.7% |
| Participation rate | 99.0% | 71.4%+27.7pp | 72.9%+26.1pp | 67.2%+31.8pp |
| Annual return | 15.02% | -40.34%+55.4pp | 3512.12%-3497.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $5,234 | $2,704+93.6% | $2,731+91.7% | $2,623+99.6% |
| Participant deferral / active EE | $6,514 | $3,636+79.1% | $4,000+62.8% | $4,346+49.9% |
| Admin fee / account holder | $267 | $896-70.2% | $3,998-93.3% | $1,942-86.3% |