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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $528,360 |
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 | $117,200 | $69,238+69.3% | $185,823-36.9% | $101,517+15.4% |
| Participation rate | 98.3% | 73.5%+24.8pp | 81.7%+16.6pp | 74.6%+23.8pp |
| Annual return | 14.65% | 21.26%-6.6pp | 122.05%-107.4pp | 21.00%-6.3pp |
| Employer contribution / active EE | $5,899 | $2,104+180.3% | $5,167+14.2% | $2,973+98.4% |
| Participant deferral / active EE | $6,224 | $3,764+65.4% | $5,568+11.8% | $4,873+27.7% |
| Admin fee / account holder | $60 | $66-9.9% | $16,237-99.6% | $139-57.2% |