Filed January 28, 2002
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 | $22,045 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $280,246 | $122,186+129.4% | $146,958+90.7% | $199,593+40.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 12.21% | 30.56%-18.4pp | 418.34%-406.1pp | 34.25%-22.0pp |
| Employer contribution / active EE | $8,775 | $4,093+114.4% | $4,933+77.9% | $3,034+189.2% |
| Participant deferral / active EE | $7,908 | $8,502-7.0% | $8,070-2.0% | $5,087+55.5% |
| Admin fee / account holder | $4 | $179-98.0% | $12,998-100.0% | $269-98.6% |