Filed October 19, 2004 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $221,462 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,733 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,183 | $43,113+32.6% | $82,719-30.9% | $77,904-26.6% |
| Participation rate | 92.4% | 63.8%+28.6pp | 72.6%+19.9pp | 73.7%+18.8pp |
| Annual return | -16.10% | 2.60%-18.7pp | 701.18%-717.3pp | 12.21%-28.3pp |
| Employer contribution / active EE | $7,330 | $1,924+280.9% | $3,009+143.6% | $2,848+157.4% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $33 | $102-67.4% | $5,329-99.4% | $133-74.9% |