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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,661 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,888 | $69,763+1.6% | $67,502+5.0% | $74,495-4.8% |
| Participation rate | 40.8% | 71.4%-30.5pp | 72.9%-32.0pp | 67.2%-26.4pp |
| Annual return | 10.88% | -40.34%+51.2pp | 3512.12%-3501.2pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,060 | $2,704-60.8% | $2,731-61.2% | $2,623-59.6% |
| Participant deferral / active EE | $1,198 | $3,636-67.1% | $4,000-70.1% | $4,346-72.4% |
| Admin fee / account holder | $34 | $896-96.2% | $3,998-99.2% | $1,942-98.3% |