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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $289 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $222,440 | $101,523+119.1% | $141,162+57.6% | $77,787+186.0% |
| Participation rate | 99.9% | 77.4%+22.6pp | 82.5%+17.5pp | 73.2%+26.7pp |
| Annual return | 16.83% | 56.22%-39.4pp | 71.39%-54.6pp | 32.57%-15.7pp |
| Employer contribution / active EE | $7,212 | $3,341+115.9% | $4,735+52.3% | $2,504+188.0% |
| Participant deferral / active EE | $6,224 | $6,434-3.3% | $6,709-7.2% | $3,967+56.9% |
| Admin fee / account holder | $0 | $92-99.9% | $10,261-100.0% | $100-99.9% |