Filed July 21, 1995 (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 | $40,877 |
THE AGBAY GROUP2 years Service code 28 · EIN 20-0981614 | Investment Management | $29,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,258 | $91,762+37.6% | $67,502+87.0% | $77,643+62.6% |
| Participation rate | 98.2% | 75.9%+22.3pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 12.80% | 14.87%-2.1pp | 3512.12%-3499.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,634 | $3,181-17.2% | $2,731-3.6% | $2,726-3.4% |
| Participant deferral / active EE | $2,630 | $3,903-32.6% | $4,000-34.2% | $4,647-43.4% |
| Admin fee / account holder | $152 | $176-13.6% | $3,998-96.2% | $430-64.7% |