Filed October 13, 2008
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $261 |
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 | $61,774 | $44,873+37.7% | $79,464-22.3% | $56,287+9.7% |
| Participation rate | 92.6% | 68.7%+23.9pp | 73.3%+19.2pp | 69.9%+22.7pp |
| Annual return | -2.61% | 0.81%-3.4pp | 718.14%-720.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,467 | $2,746+135.5% | $3,704+74.6% | $3,350+93.1% |
| Admin fee / account holder | $1 | $418-99.7% | $5,113-100.0% | $521-99.7% |