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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,278 |
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 | $73,562 | $43,110+70.6% | $156,549-53.0% | $65,292+12.7% |
| Participation rate | 99.4% | 69.3%+30.1pp | 84.0%+15.4pp | 72.4%+27.0pp |
| Annual return | 12.87% | 11.24%+1.6pp | 32.23%-19.4pp | 11.84%+1.0pp |
| Employer contribution / active EE | $4,139 | $1,702+143.2% | $5,501-24.8% | $2,302+79.8% |
| Participant deferral / active EE | $6,146 | $2,520+143.9% | $4,871+26.2% | $3,579+71.7% |
| Admin fee / account holder | $1 | $47-98.8% | $13,027-100.0% | $57-99.0% |