Filed November 2, 2010 (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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,916 | $79,124+70.5% | $60,874+121.6% | $64,808+108.2% |
| Participation rate | 83.3% | 77.7%+5.6pp | 73.1%+10.2pp | 71.5%+11.8pp |
| Annual return | -8.80% | -7.13%-1.7pp | 16.90%-25.7pp | 32.82%-41.6pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $6,300 | $3,725+69.1% | $3,817+65.1% | $4,310+46.2% |
| Admin fee / account holder | $5 | $106-95.1% | $3,224-99.8% | $188-97.2% |