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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,229 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,442 | $48,835+60.6% | $170,442-54.0% | $177,276-55.8% |
| Participation rate | 96.4% | 72.1%+24.3pp | 83.6%+12.8pp | 74.8%+21.6pp |
| Annual return | 0.41% | 19.44%-19.0pp | 205.93%-205.5pp | 21.25%-20.8pp |
| Employer contribution / active EE | $3,035 | $1,798+68.8% | $5,433-44.1% | $2,479+22.4% |
| Participant deferral / active EE | $5,787 | $2,757+109.9% | $4,939+17.2% | $3,881+49.1% |
| Admin fee / account holder | $0 | $52-99.7% | $13,880-100.0% | $154-99.9% |