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 |
|---|---|---|
TIAA3+ years Service code 12 · EIN 13-1624203 | Claims processing; Participant commun... | $20,475 |
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.
Employer 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 | $0 | $0 | $127,144-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 0.0%0pp |
| Annual return | 16.90% | 16.32%+0.6pp | 9.35%+7.6pp | 16.32%+0.6pp |
| Employer contribution / active EE | $606 | $12,766-95.3% | $25,504-97.6% | $12,766-95.3% |
| Participant deferral / active EE | $0 | $800-100.0% | $1,066-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,049-100.0% | - |