Filed February 5, 1998
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $44,348 |
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 | $83,410 | $93,756-11.0% | $133,980-37.7% | $329,111-74.7% |
| Participation rate | 93.1% | 89.7%+3.3pp | 87.1%+6.0pp | 67.9%+25.2pp |
| Annual return | 14.31% | 20.33%-6.0pp | 29.30%-15.0pp | 16.35%-2.0pp |
| Employer contribution / active EE | $2,705 | $3,619-25.2% | $5,211-48.1% | $2,303+17.4% |
| Participant deferral / active EE | $8,234 | $5,685+44.8% | $6,282+31.1% | $3,682+123.6% |
| Admin fee / account holder | $6 | $90-93.6% | $9,324-99.9% | $754-99.2% |