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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,821 |
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 | $69,552 | $51,620+34.7% | $90,281-23.0% | $65,185+6.7% |
| Participation rate | 88.8% | 68.6%+20.2pp | 73.3%+15.5pp | 70.2%+18.6pp |
| Annual return | 19.76% | 24.94%-5.2pp | 78.10%-58.3pp | 29.38%-9.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,002 | $2,871+143.9% | $3,885+80.2% | $3,514+99.3% |
| Admin fee / account holder | $15 | $384-96.2% | $5,351-99.7% | $847-98.3% |