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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,140 | $60,989+62.6% | $60,874+62.9% | $66,914+48.2% |
| Participation rate | 89.5% | 74.5%+15.0pp | 73.1%+16.4pp | 69.8%+19.7pp |
| Annual return | -12.30% | -9.60%-2.7pp | 16.90%-29.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $7,557 | $2,661+184.0% | $2,701+179.7% | $2,544+197.0% |
| Participant deferral / active EE | $6,058 | $3,615+67.6% | $3,817+58.7% | $4,237+43.0% |
| Admin fee / account holder | $2 | $338-99.5% | $3,224-99.9% | $593-99.7% |