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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,534 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,361 | $52,208+379.5% | $86,612+189.1% | $74,419+236.4% |
| Participation rate | 98.2% | 66.3%+31.9pp | 71.7%+26.5pp | 70.7%+27.5pp |
| Annual return | 14.89% | 44.46%-29.6pp | 591.07%-576.2pp | 34.38%-19.5pp |
| Employer contribution / active EE | $22,845 | $2,282+901.1% | $3,022+655.9% | $2,637+766.2% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $51 | $319-83.9% | $5,614-99.1% | $348-85.2% |