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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,330 | $69,763+78.2% | $67,502+84.2% | $74,495+66.9% |
| Participation rate | 90.1% | 71.4%+18.7pp | 72.9%+17.2pp | 67.2%+22.9pp |
| Annual return | 14.10% | -40.34%+54.4pp | 3512.12%-3498.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $7,796 | $2,704+188.3% | $2,731+185.5% | $2,623+197.2% |
| Participant deferral / active EE | $6,027 | $3,636+65.8% | $4,000+50.7% | $4,346+38.7% |
| Admin fee / account holder | $133 | $896-85.1% | $3,998-96.7% | $1,942-93.1% |