Filed January 1, 2012 (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 | $758,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,152 | $68,330+34.9% | $149,673-38.4% | $96,393-4.4% |
| Participation rate | 92.3% | 74.6%+17.7pp | 78.8%+13.6pp | 71.3%+21.1pp |
| Annual return | 18.55% | 29.64%-11.1pp | 134.42%-115.9pp | 22.88%-4.3pp |
| Employer contribution / active EE | $2,600 | $2,139+21.5% | $4,818-46.0% | $3,238-19.7% |
| Participant deferral / active EE | $5,377 | $4,422+21.6% | $5,680-5.3% | $5,455-1.4% |
| Admin fee / account holder | $48 | $52-7.1% | $13,210-99.6% | $74-34.6% |