Filed August 21, 2009
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 | $12,380 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,445 | $91,621-23.1% | $67,511+4.3% | $77,671-9.3% |
| Participation rate | 95.7% | 76.0%+19.8pp | 72.9%+22.9pp | 70.6%+25.2pp |
| Annual return | 10.79% | 14.87%-4.1pp | 3517.41%-3506.6pp | 31.21%-20.4pp |
| Employer contribution / active EE | $3,788 | $3,184+19.0% | $2,733+38.6% | $2,726+38.9% |
| Participant deferral / active EE | $2,509 | $3,906-35.8% | $4,000-37.3% | $4,648-46.0% |
| Admin fee / account holder | $10 | $176-94.6% | $3,999-99.8% | $430-97.8% |