Filed May 14, 2008 (most recent of 9 filings on file)
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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $205,548 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,782 | $115,444+87.8% | $65,493+231.0% | $102,872+110.7% |
| Participation rate | 97.9% | 71.2%+26.8pp | 73.1%+24.8pp | 73.0%+24.9pp |
| Annual return | 15.67% | 15.94%-0.3pp | 982.45%-966.8pp | 19.06%-3.4pp |
| Employer contribution / active EE | $7,728 | $3,409+126.7% | $2,574+200.2% | $3,526+119.1% |
| Participant deferral / active EE | $6,236 | $4,118+51.4% | $3,961+57.4% | $5,535+12.7% |
| Admin fee / account holder | $58 | $123-53.2% | $5,028-98.9% | $292-80.3% |