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 | $96,018+94.3% | $65,493+184.9% | $85,563+118.1% |
| Participation rate | 57.8% | 74.8%-17.1pp | 73.1%-15.3pp | 66.0%-8.2pp |
| Annual return | 10.57% | 14.51%-3.9pp | 982.45%-971.9pp | 31.51%-20.9pp |
| Employer contribution / active EE | $3,619 | $3,235+11.9% | $2,574+40.6% | $2,654+36.4% |
| Participant deferral / active EE | $4,360 | $4,055+7.5% | $3,961+10.1% | $4,375-0.3% |
| Admin fee / account holder | $59 | $271-78.3% | $5,028-98.8% | $834-93.0% |