Filed December 17, 2010
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 64 · EIN 13-1624203 | Recordkeeping Fees | $38,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,026 | $58,208+128.5% | $81,812+62.6% | $80,856+64.5% |
| Participation rate | 98.5% | 63.4%+35.1pp | 72.3%+26.1pp | 67.6%+30.8pp |
| Annual return | 12.81% | 41.66%-28.9pp | 773.79%-761.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $10,017 | $2,340+328.1% | $2,912+243.9% | $2,755+263.6% |
| Participant deferral / active EE | $9,444 | $3,281+187.9% | $4,319+118.7% | $4,296+119.9% |
| Admin fee / account holder | $218 | $4,981-95.6% | $7,386-97.0% | $6,918-96.8% |