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 |
|---|---|---|
TIAA2 years Service code 11 · EIN 13-1624203 | Actuarial | $75 |
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 | $204,125 | $65,322+212.5% | $70,449+189.7% | $73,488+177.8% |
| Participation rate | 96.5% | 77.0%+19.5pp | 75.1%+21.4pp | 70.7%+25.8pp |
| Annual return | 11.50% | 15.71%-4.2pp | 109.03%-97.5pp | 28.51%-17.0pp |
| Employer contribution / active EE | $9,996 | $2,460+306.4% | $2,737+265.3% | $2,270+340.3% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |