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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,945 |
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 | $122,049 | $121,259+0.7% | $162,163-24.7% | $89,569+36.3% |
| Participation rate | 98.3% | 90.0%+8.3pp | 87.6%+10.7pp | 69.6%+28.7pp |
| Annual return | 36.84% | 22.23%+14.6pp | 115.59%-78.8pp | 34.56%+2.3pp |
| Employer contribution / active EE | $3,122 | $4,435-29.6% | $5,614-44.4% | $2,584+20.8% |
| Participant deferral / active EE | $9,572 | $6,620+44.6% | $7,298+31.2% | $4,220+126.8% |
| Admin fee / account holder | $1 | $101-98.8% | $10,843-100.0% | $72-98.3% |