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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,279 |
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 | $240,293 | $52,670+356.2% | $90,404+165.8% | $73,409+227.3% |
| Participation rate | 98.0% | 67.7%+30.3pp | 72.7%+25.3pp | 72.2%+25.8pp |
| Annual return | 14.35% | 20.70%-6.4pp | 1293.02%-1278.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $20,797 | $1,872+1011.2% | $3,262+537.6% | $2,234+831.1% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $41 | $117-65.3% | $5,611-99.3% | $158-74.3% |