Filed November 3, 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,415 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,493 | $101,317-90.6% | $146,958-93.5% | $74,495-87.3% |
| Participation rate | 70.0% | 75.5%-5.5pp | 82.2%-12.2pp | 67.2%+2.8pp |
| Annual return | 13.42% | 8730.91%-8717.5pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,425 | $3,810-62.6% | $4,933-71.1% | $2,623-45.7% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $7 | $1,739-99.6% | $12,998-99.9% | $1,942-99.7% |