Filed June 20, 2011 (most recent of 2 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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $235 |
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 | $81,190 | $44,989+80.5% | $170,442-52.4% | $77,958+4.1% |
| Participation rate | 99.0% | 64.6%+34.4pp | 83.6%+15.4pp | 71.6%+27.4pp |
| Annual return | 18.12% | 19.61%-1.5pp | 205.93%-187.8pp | 20.87%-2.7pp |
| Employer contribution / active EE | $5,296 | $1,466+261.2% | $5,433-2.5% | $2,310+129.2% |
| Participant deferral / active EE | $4,591 | $2,208+108.0% | $4,939-7.1% | $3,537+29.8% |
| Admin fee / account holder | $0 | $69-99.9% | $13,880-100.0% | $97-99.9% |