Filed August 14, 2003
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+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,242 |
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 | $70,032 | $63,964+9.5% | $147,614-52.6% | $67,505+3.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 84.6%+15.4pp | 71.2%+28.8pp |
| Annual return | 2.25% | 9.05%-6.8pp | 61.98%-59.7pp | 6.52%-4.3pp |
| Employer contribution / active EE | $3,754 | $1,618+132.0% | $5,564-32.5% | $2,173+72.8% |
| Participant deferral / active EE | $5,877 | $2,589+127.0% | $4,895+20.0% | $3,597+63.4% |
| Admin fee / account holder | $0 | $43-98.9% | $11,611-100.0% | $56-99.2% |