Filed September 8, 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 | $303 |
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 | $100,466 | $70,083+43.4% | $59,878+67.8% | $55,725+80.3% |
| Participation rate | 99.2% | 78.4%+20.9pp | 74.7%+24.5pp | 70.9%+28.4pp |
| Annual return | -2.76% | 3.13%-5.9pp | 3.46%-6.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $4,634 | $2,878+61.0% | $2,722+70.3% | $2,078+123.0% |
| Participant deferral / active EE | $2,977 | $3,079-3.3% | $3,402-12.5% | $3,356-11.3% |
| Admin fee / account holder | $0 | $70-99.8% | $3,590-100.0% | $115-99.9% |