Filed November 12, 2007 (most recent of 2 filings on file)
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 | $57,361 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,380 |
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 | $132,265 | $63,745+107.5% | $98,442+34.4% | $79,386+66.6% |
| Participation rate | 98.7% | 69.9%+28.8pp | 73.3%+25.4pp | 70.7%+28.0pp |
| Annual return | 13.71% | 625.80%-612.1pp | 1492.73%-1479.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $8,735 | $2,557+241.6% | $2,960+195.1% | $2,427+259.8% |
| Participant deferral / active EE | $4,968 | $3,303+50.4% | $4,276+16.2% | $4,046+22.8% |
| Admin fee / account holder | $101 | $516-80.4% | $5,949-98.3% | $626-83.9% |