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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,417 |
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 | $56,441 | $43,423+30.0% | $78,689-28.3% | $55,167+2.3% |
| Participation rate | 99.6% | 68.0%+31.6pp | 73.6%+26.0pp | 69.0%+30.6pp |
| Annual return | 7.93% | 11.53%-3.6pp | 62.18%-54.2pp | 169.23%-161.3pp |
| Employer contribution / active EE | $5,086 | $1,997+154.7% | $2,851+78.4% | $1,963+159.1% |
| Participant deferral / active EE | $6,549 | $2,509+161.0% | $3,517+86.2% | $3,054+114.4% |
| Admin fee / account holder | $21 | $416-94.9% | $4,510-99.5% | $504-95.8% |