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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,606 | $74,706+45.4% | $75,696+43.5% | $79,386+36.8% |
| Participation rate | 82.8% | 75.3%+7.4pp | 74.8%+7.9pp | 70.7%+12.1pp |
| Annual return | 15.42% | 18.52%-3.1pp | 104.53%-89.1pp | 116.85%-101.4pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,493 | $3,533+83.8% | $3,821+69.9% | $4,046+60.5% |
| Admin fee / account holder | $48 | $374-87.3% | $3,619-98.7% | $626-92.4% |