Filed November 27, 2002
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 13 · EIN 13-1624203 | Contract Administrator | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,814 | $61,052-39.7% | $142,863-74.2% | $79,386-53.6% |
| Participation rate | 92.6% | 60.1%+32.5pp | 71.9%+20.6pp | 70.7%+21.9pp |
| Annual return | 13.64% | 16.02%-2.4pp | 5637.54%-5623.9pp | 116.85%-103.2pp |
| Employer contribution / active EE | $388 | $1,481-73.8% | $4,144-90.6% | $2,427-84.0% |
| Participant deferral / active EE | $2,345 | $2,879-18.5% | $3,837-38.9% | $4,046-42.0% |
| Admin fee / account holder | $20 | $659-96.9% | $6,560-99.7% | $626-96.8% |