Filed April 10, 2003 (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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $298,121 |
See 1 actuary disclosure. $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.
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 | $68,182 | $48,797+39.7% | $62,624+8.9% | $48,797+39.7% |
| Participation rate | 97.8% | 62.1%+35.8pp | 88.9%+9.0pp | 62.1%+35.8pp |
| Annual return | 15.00% | 13.91%+1.1pp | 11.31%+3.7pp | 13.91%+1.1pp |
| Employer contribution / active EE | $3,650 | $3,195+14.2% | $3,987-8.5% | $3,195+14.2% |
| Participant deferral / active EE | $2,160 | $2,1600% | $4,711-54.2% | $2,1600% |
| Admin fee / account holder | $19 | $11+76.7% | $351-94.7% | $11+76.7% |