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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $74 |
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 | $76,795 | $45,382+69.2% | $154,107-50.2% | $75,289+2.0% |
| Participation rate | 98.8% | 65.9%+32.9pp | 83.0%+15.7pp | 72.4%+26.3pp |
| Annual return | -4.10% | -0.47%-3.6pp | 735.12%-739.2pp | -0.04%-4.1pp |
| Employer contribution / active EE | $5,363 | $1,533+249.9% | $5,298+1.2% | $2,405+123.0% |
| Participant deferral / active EE | $4,926 | $2,384+106.6% | $5,081-3.0% | $3,739+31.7% |
| Admin fee / account holder | $3 | $89-96.9% | $13,411-100.0% | $102-97.3% |