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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,227 |
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 | $140,390 | $139,268+0.8% | $177,821-21.0% | $106,222+32.2% |
| Participation rate | 98.2% | 91.6%+6.6pp | 87.7%+10.5pp | 70.8%+27.4pp |
| Annual return | 15.06% | 17.20%-2.1pp | 48.32%-33.3pp | 21.69%-6.6pp |
| Employer contribution / active EE | $3,484 | $4,832-27.9% | $5,918-41.1% | $2,723+27.9% |
| Participant deferral / active EE | $11,259 | $7,227+55.8% | $7,714+46.0% | $4,600+144.8% |
| Admin fee / account holder | $2 | $97-98.4% | $12,427-100.0% | $78-98.0% |