Filed March 10, 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 4-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 | $3,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,925 | $58,264-72.7% | $86,612-81.6% | $71,457-77.7% |
| Participation rate | 99.0% | 65.0%+34.0pp | 71.7%+27.3pp | 67.9%+31.1pp |
| Annual return | 35.34% | 21.63%+13.7pp | 591.07%-555.7pp | 28.85%+6.5pp |
| Employer contribution / active EE | $13,061 | $2,574+407.4% | $3,022+332.1% | $2,588+404.8% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $12 | $1,057-98.9% | $5,614-99.8% | $1,587-99.3% |