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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,887 |
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 | $205,387 | $54,237+278.7% | $90,281+127.5% | $67,579+203.9% |
| Participation rate | 98.3% | 68.6%+29.7pp | 73.3%+25.1pp | 71.3%+27.0pp |
| Annual return | 18.24% | 37.27%-19.0pp | 78.10%-59.9pp | 378.56%-360.3pp |
| Employer contribution / active EE | $20,265 | $1,846+997.8% | $2,854+610.0% | $2,148+843.5% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $36 | $123-71.2% | $5,351-99.3% | $142-75.0% |