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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,302 | $65,557+57.6% | $64,056+61.3% | $71,457+44.6% |
| Participation rate | 91.4% | 73.2%+18.3pp | 72.3%+19.1pp | 67.9%+23.5pp |
| Annual return | 18.27% | 18.94%-0.7pp | 33.69%-15.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,823 | $3,626+88.2% | $3,880+75.8% | $4,289+59.1% |
| Admin fee / account holder | $31 | $616-95.0% | $3,068-99.0% | $1,587-98.1% |