Filed January 20, 2011
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 14 · EIN 13-1624203 | Plan Administrator | $889 |
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 | $25,765 | $55,002-53.2% | $59,878-57.0% | $56,287-54.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -6.00% | 1.13%-7.1pp | 3.46%-9.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,478 | $2,448+1.2% | $2,722-8.9% | $2,111+17.4% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $236-98.8% | $3,590-99.9% | $521-99.5% |