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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,208 | $65,557+69.6% | $64,056+73.6% | $71,457+55.6% |
| Participation rate | 92.2% | 73.2%+19.1pp | 72.3%+19.9pp | 67.9%+24.3pp |
| Annual return | 11.96% | 18.94%-7.0pp | 33.69%-21.7pp | 28.85%-16.9pp |
| Employer contribution / active EE | $7,645 | $2,669+186.5% | $2,747+178.4% | $2,588+195.5% |
| Participant deferral / active EE | $5,942 | $3,626+63.9% | $3,880+53.1% | $4,289+38.5% |
| Admin fee / account holder | $10 | $616-98.4% | $3,068-99.7% | $1,587-99.4% |