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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,209 | $47,722+371.9% | $82,719+172.3% | $64,808+247.5% |
| Participation rate | 96.8% | 67.6%+29.2pp | 72.6%+24.3pp | 71.5%+25.4pp |
| Annual return | -13.15% | -13.05%-0.1pp | 701.18%-714.3pp | 32.82%-46.0pp |
| Employer contribution / active EE | $22,462 | $2,179+930.8% | $3,009+646.5% | $2,506+796.4% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $48 | $143-66.7% | $5,329-99.1% | $188-74.6% |