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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,539 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,622 | $83,884-19.4% | $64,056+5.6% | $74,419-9.1% |
| Participation rate | 29.3% | 76.6%-47.3pp | 72.3%-43.0pp | 70.7%-41.4pp |
| Annual return | 13.92% | 16.57%-2.7pp | 33.69%-19.8pp | 34.38%-20.5pp |
| Employer contribution / active EE | $1,117 | $3,084-63.8% | $2,747-59.3% | $2,637-57.6% |
| Participant deferral / active EE | $923 | $3,692-75.0% | $3,880-76.2% | $4,528-79.6% |
| Admin fee / account holder | $24 | $196-87.8% | $3,068-99.2% | $348-93.1% |