Filed November 19, 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 6-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 64 · EIN 13-1624203 | Recordkeeping Fees | $79,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,575 | $50,982-32.2% | $154,803-77.7% | $85,563-59.6% |
| Participation rate | 99.4% | 59.8%+39.6pp | 78.1%+21.3pp | 66.0%+33.4pp |
| Annual return | 11.80% | 30.35%-18.6pp | 58.88%-47.1pp | 31.51%-19.7pp |
| Employer contribution / active EE | $1,911 | $1,708+11.9% | $4,305-55.6% | $2,654-28.0% |
| Participant deferral / active EE | $2,618 | $2,474+5.8% | $5,540-52.7% | $4,375-40.2% |
| Admin fee / account holder | $154 | $846-81.8% | $14,329-98.9% | $834-81.6% |