Filed November 5, 1999
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 11 · EIN 13-1624203 | Actuarial | $18,100 |
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 | $181,509 | $60,795+198.6% | $69,455+161.3% | $65,185+178.5% |
| Participation rate | 96.7% | 74.9%+21.8pp | 74.6%+22.1pp | 70.2%+26.5pp |
| Annual return | 15.44% | 17.46%-2.0pp | 28.97%-13.5pp | 29.38%-13.9pp |
| Employer contribution / active EE | $9,076 | $2,452+270.2% | $2,779+226.6% | $2,177+317.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,535-100.0% | $3,514-100.0% |
| Admin fee / account holder | $60 | $314-80.8% | $3,839-98.4% | $847-92.9% |