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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $25,739 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,896 | $74,552-27.7% | $62,995-14.4% | $69,631-22.6% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 12.45% | 15.77%-3.3pp | 87.57%-75.1pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $3,495 | $2,929+19.3% | $2,759+26.7% | $2,032+72.0% |
| Participant deferral / active EE | $2,431 | $2,974-18.3% | $3,329-27.0% | $3,224-24.6% |
| Admin fee / account holder | $20 | $59-66.0% | $3,600-99.4% | $110-81.7% |