Filed October 1, 2009
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 | $508 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,151 | $65,322+34.9% | $70,449+25.1% | $73,488+20.0% |
| Participation rate | 92.0% | 77.0%+15.0pp | 75.1%+16.9pp | 70.7%+21.3pp |
| Annual return | 3.30% | 15.71%-12.4pp | 109.03%-105.7pp | 28.51%-25.2pp |
| Employer contribution / active EE | $7,343 | $2,460+198.5% | $2,737+168.3% | $2,270+223.5% |
| Participant deferral / active EE | $6,048 | $3,375+79.2% | $3,709+63.1% | $3,740+61.7% |
| Admin fee / account holder | $1 | $214-99.5% | $3,845-100.0% | $513-99.8% |