Filed July 1, 2002
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 | $16,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,570 | $69,745+54.2% | $67,511+59.3% | $74,546+44.3% |
| Participation rate | 54.5% | 71.3%-16.8pp | 72.9%-18.3pp | 67.2%-12.7pp |
| Annual return | 10.64% | -40.37%+51.0pp | 3517.41%-3506.8pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $992 | $2,705-63.3% | $2,733-63.7% | $2,624-62.2% |
| Participant deferral / active EE | $3,264 | $3,636-10.2% | $4,000-18.4% | $4,347-24.9% |
| Admin fee / account holder | $28 | $894-96.9% | $3,999-99.3% | $1,944-98.6% |