Filed October 18, 2004
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $35 |
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 | $62,843 | $85,635-26.6% | $123,892-49.3% | $63,975-1.8% |
| Participation rate | 92.1% | 74.9%+17.2pp | 81.4%+10.7pp | 71.1%+21.0pp |
| Annual return | 8.96% | 15.74%-6.8pp | 47.52%-38.6pp | 48.65%-39.7pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,438 | $5,667-4.0% | $5,984-9.1% | $3,356+62.0% |
| Admin fee / account holder | $0 | $75-99.4% | $8,357-100.0% | $70-99.3% |