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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,392 |
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 | $98,338 | $65,322+50.5% | $70,449+39.6% | $73,488+33.8% |
| Participation rate | 79.7% | 77.0%+2.7pp | 75.1%+4.6pp | 70.7%+9.0pp |
| Annual return | 15.72% | 15.71%0pp | 109.03%-93.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,403 | $3,375+89.7% | $3,709+72.6% | $3,740+71.2% |
| Admin fee / account holder | $35 | $214-83.5% | $3,845-99.1% | $513-93.1% |