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 | $14,307 |
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 | $184,474 | $43,999+319.3% | $79,464+132.1% | $55,725+231.0% |
| Participation rate | 98.3% | 66.9%+31.3pp | 73.3%+24.9pp | 70.9%+27.4pp |
| Annual return | -4.15% | 1.81%-6.0pp | 718.14%-722.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $20,217 | $1,830+1005.0% | $2,800+621.9% | $2,078+872.8% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $31 | $118-73.4% | $5,113-99.4% | $115-72.9% |