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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,555 |
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 | $191,288 | $46,100+314.9% | $86,590+120.9% | $69,631+174.7% |
| Participation rate | 98.3% | 67.2%+31.1pp | 73.5%+24.7pp | 70.7%+27.6pp |
| Annual return | 15.72% | 21.02%-5.3pp | 964.84%-949.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $19,322 | $1,850+944.5% | $2,839+580.5% | $2,032+850.8% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $26 | $94-72.6% | $4,906-99.5% | $110-76.7% |