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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $704 |
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 | $268,405 | $120,450+122.8% | $159,436+68.3% | $93,030+188.5% |
| Participation rate | 97.1% | 78.0%+19.1pp | 82.8%+14.2pp | 73.9%+23.2pp |
| Annual return | 13.37% | 27.11%-13.7pp | 263.57%-250.2pp | 158.70%-145.3pp |
| Employer contribution / active EE | $7,569 | $3,526+114.7% | $4,829+56.7% | $2,706+179.7% |
| Participant deferral / active EE | $7,075 | $7,283-2.9% | $7,352-3.8% | $4,562+55.1% |
| Admin fee / account holder | $0 | $137-99.9% | $10,799-100.0% | $152-99.9% |