Filed January 27, 2003
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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $21,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,854 | $66,124+34.4% | $90,404-1.7% | $73,488+20.9% |
| Participation rate | 97.2% | 69.7%+27.5pp | 72.7%+24.5pp | 70.7%+26.5pp |
| Annual return | 14.82% | 17.65%-2.8pp | 1293.02%-1278.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,309 | $2,346-1.6% | $3,262-29.2% | $2,270+1.7% |
| Participant deferral / active EE | $4,628 | $3,039+52.3% | $3,963+16.8% | $3,740+23.8% |
| Admin fee / account holder | $64 | $396-83.8% | $5,611-98.9% | $513-87.5% |