Filed December 22, 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $186,596 | $93,351+99.9% | $62,929+196.5% | $79,634+134.3% |
| Participation rate | 57.8% | 74.6%-16.9pp | 73.1%-15.4pp | 62.5%-4.7pp |
| Annual return | 10.57% | 14.37%-3.8pp | 1063.93%-1053.4pp | 36.46%-25.9pp |
| Employer contribution / active EE | $3,619 | $3,135+15.4% | $2,505+44.5% | $2,529+43.1% |
| Participant deferral / active EE | $4,360 | $3,921+11.2% | $3,888+12.1% | $3,835+13.7% |
| Admin fee / account holder | $59 | $229-74.4% | $5,065-98.8% | $1,002-94.2% |