Filed October 18, 2004
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 | $2,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $62,310 | $65,322-4.6% | $70,449-11.6% | $73,488-15.2% |
| Participation rate | 35.9% | 77.0%-41.0pp | 75.1%-39.1pp | 70.7%-34.7pp |
| Annual return | 11.71% | 15.71%-4.0pp | 109.03%-97.3pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,090 | $2,460-55.7% | $2,737-60.2% | $2,270-52.0% |
| Participant deferral / active EE | $1,117 | $3,375-66.9% | $3,709-69.9% | $3,740-70.1% |
| Admin fee / account holder | $10 | $214-95.5% | $3,845-99.7% | $513-98.1% |