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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $528,758 |
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 | $96,081 | $52,346+83.6% | $143,757-33.2% | $78,044+23.1% |
| Participation rate | 99.1% | 72.7%+26.4pp | 80.3%+18.8pp | 74.4%+24.6pp |
| Annual return | -14.50% | -14.19%-0.3pp | -0.04%-14.5pp | 10.87%-25.4pp |
| Employer contribution / active EE | $5,987 | $2,131+180.9% | $4,951+20.9% | $3,125+91.6% |
| Participant deferral / active EE | $6,451 | $3,800+69.7% | $5,637+14.4% | $5,084+26.9% |
| Admin fee / account holder | $58 | $63-8.9% | $14,673-99.6% | $79-26.8% |