Filed October 18, 2004
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 15 · EIN 13-1624203 | Recordkeeping | $1,322 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,552 | $60,795+42.4% | $69,455+24.6% | $65,185+32.8% |
| Participation rate | 90.6% | 74.9%+15.7pp | 74.6%+16.0pp | 70.2%+20.4pp |
| Annual return | 19.15% | 17.46%+1.7pp | 28.97%-9.8pp | 29.38%-10.2pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,820 | $3,162+115.7% | $3,535+92.9% | $3,514+94.1% |
| Admin fee / account holder | $4 | $314-98.8% | $3,839-99.9% | $847-99.6% |