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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,547 | $60,989+50.1% | $60,874+50.4% | $66,914+36.8% |
| Participation rate | 84.3% | 74.5%+9.8pp | 73.1%+11.2pp | 69.8%+14.5pp |
| Annual return | -10.33% | -9.60%-0.7pp | 16.90%-27.2pp | 1.58%-11.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,218 | $3,615+99.7% | $3,817+89.1% | $4,237+70.3% |
| Admin fee / account holder | $45 | $338-86.7% | $3,224-98.6% | $593-92.4% |