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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,808 |
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 | $79,128 | $58,202+36.0% | $172,739-54.2% | $89,569-11.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 21.12% | 61.59%-40.5pp | 802.84%-781.7pp | 34.56%-13.4pp |
| Employer contribution / active EE | $3,103 | $1,759+76.4% | $5,143-39.7% | $2,584+20.1% |
| Participant deferral / active EE | $6,691 | $3,335+100.7% | $5,198+28.7% | $4,220+58.6% |
| Admin fee / account holder | $0 | $53-99.6% | $13,954-100.0% | $72-99.7% |