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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,389 | $143,889+10.8% | $189,513-15.9% | $106,520+49.6% |
| Participation rate | 96.7% | 89.1%+7.5pp | 87.8%+8.9pp | 71.3%+25.3pp |
| Annual return | 15.66% | 17.38%-1.7pp | 555.15%-539.5pp | 19.28%-3.6pp |
| Employer contribution / active EE | $3,492 | $4,416-20.9% | $6,162-43.3% | $2,840+22.9% |
| Participant deferral / active EE | $10,597 | $7,575+39.9% | $8,221+28.9% | $4,948+114.2% |
| Admin fee / account holder | $2 | $98-98.3% | $12,045-100.0% | $75-97.7% |