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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,677 |
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 | $67,001 | $46,969+42.6% | $154,107-56.5% | $73,367-8.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 83.0%+17.0pp | 69.5%+30.5pp |
| Annual return | 3.01% | 821.68%-818.7pp | 735.12%-732.1pp | 173.45%-170.4pp |
| Employer contribution / active EE | $3,037 | $1,723+76.3% | $5,298-42.7% | $2,499+21.5% |
| Participant deferral / active EE | $6,536 | $3,162+106.7% | $5,081+28.7% | $4,033+62.1% |
| Admin fee / account holder | $0 | $47-99.1% | $13,411-100.0% | $68-99.4% |