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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,876 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,372 | $67,984+88.8% | $65,493+96.0% | $74,304+72.8% |
| Participation rate | 95.7% | 66.3%+29.4pp | 73.1%+22.6pp | 60.3%+35.4pp |
| Annual return | 11.42% | 19.87%-8.4pp | 982.45%-971.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $8,366 | $2,491+235.8% | $2,574+225.0% | $2,241+273.3% |
| Participant deferral / active EE | $6,852 | $3,346+104.8% | $3,961+73.0% | $3,767+81.9% |
| Admin fee / account holder | $150 | $1,373-89.1% | $5,028-97.0% | $2,969-94.9% |