Filed October 3, 2011
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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,800 |
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 | $52,673 | $41,854+25.8% | $73,843-28.7% | $52,331+0.7% |
| Participation rate | 99.6% | 66.2%+33.3pp | 73.4%+26.1pp | 68.1%+31.5pp |
| Annual return | 2.85% | 2.11%+0.7pp | 2267.84%-2265.0pp | 4.54%-1.7pp |
| Employer contribution / active EE | $5,498 | $1,920+186.3% | $2,787+97.2% | $1,882+192.2% |
| Participant deferral / active EE | $7,013 | $2,498+180.7% | $3,583+95.7% | $3,022+132.1% |
| Admin fee / account holder | $6 | $493-98.8% | $4,880-99.9% | $592-99.0% |