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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,590 |
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 | $102,573 | $58,264+76.0% | $86,612+18.4% | $71,457+43.5% |
| Participation rate | 92.1% | 65.0%+27.1pp | 71.7%+20.4pp | 67.9%+24.2pp |
| Annual return | 15.28% | 21.63%-6.3pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,356 | $3,436+172.3% | $4,438+110.8% | $4,289+118.2% |
| Admin fee / account holder | $68 | $1,057-93.5% | $5,614-98.8% | $1,587-95.7% |