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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,652 | $66,513+30.3% | $178,490-51.5% | $106,222-18.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 81.9%+18.1pp | 70.8%+29.2pp |
| Annual return | 16.21% | 21.81%-5.6pp | 151.07%-134.9pp | 21.69%-5.5pp |
| Employer contribution / active EE | $3,053 | $1,776+71.9% | $5,011-39.1% | $2,723+12.1% |
| Participant deferral / active EE | $6,690 | $3,679+81.8% | $5,202+28.6% | $4,600+45.4% |
| Admin fee / account holder | $0 | $53-99.7% | $13,984-100.0% | $78-99.8% |