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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $455,216 |
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 | $107,624 | $63,259+70.1% | $178,490-39.7% | $93,223+15.4% |
| Participation rate | 98.8% | 72.1%+26.6pp | 81.9%+16.9pp | 74.9%+23.9pp |
| Annual return | 16.21% | 19.93%-3.7pp | 151.07%-134.9pp | 19.29%-3.1pp |
| Employer contribution / active EE | $5,935 | $1,865+218.3% | $5,011+18.5% | $2,680+121.5% |
| Participant deferral / active EE | $5,558 | $3,372+64.8% | $5,202+6.8% | $4,563+21.8% |
| Admin fee / account holder | $55 | $58-4.4% | $13,984-99.6% | $79-30.0% |