Filed October 18, 2004 (most recent of 5 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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,997 |
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 | $149,610 | $46,100+224.5% | $86,590+72.8% | $69,631+114.9% |
| Participation rate | 99.0% | 67.2%+31.8pp | 73.5%+25.4pp | 70.7%+28.3pp |
| Annual return | 14.28% | 21.02%-6.7pp | 964.84%-950.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $2,053 | $1,850+11.0% | $2,839-27.7% | $2,032+1.0% |
| Participant deferral / active EE | $9,028 | $2,432+271.3% | $3,609+150.2% | $3,224+180.1% |
| Admin fee / account holder | $15 | $94-83.8% | $4,906-99.7% | $110-86.2% |