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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,682 | $83,884+68.9% | $64,056+121.2% | $74,419+90.4% |
| Participation rate | 84.0% | 76.6%+7.4pp | 72.3%+11.7pp | 70.7%+13.3pp |
| Annual return | 7.84% | 16.57%-8.7pp | 33.69%-25.8pp | 34.38%-26.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,538 | $3,692+50.0% | $3,880+42.7% | $4,528+22.3% |
| Admin fee / account holder | $0 | $196-99.8% | $3,068-100.0% | $348-99.9% |