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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
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 | $112,275 | $95,542+17.5% | $69,455+61.6% | $67,579+66.1% |
| Participation rate | 98.9% | 79.4%+19.6pp | 74.6%+24.3pp | 71.3%+27.6pp |
| Annual return | 17.39% | 17.67%-0.3pp | 28.97%-11.6pp | 378.56%-361.2pp |
| Employer contribution / active EE | $4,540 | $2,989+51.9% | $2,779+63.4% | $2,148+111.4% |
| Participant deferral / active EE | $2,891 | $3,263-11.4% | $3,535-18.2% | $3,539-18.3% |
| Admin fee / account holder | $0 | $90-99.9% | $3,839-100.0% | $142-99.9% |