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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $917 |
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 | $233,848 | $95,388+145.2% | $125,339+86.6% | $77,904+200.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -11.43% | 116.19%-127.6pp | 572.05%-583.5pp | 12.21%-23.6pp |
| Employer contribution / active EE | $8,198 | $3,666+123.6% | $4,814+70.3% | $2,848+187.9% |
| Participant deferral / active EE | $7,597 | $7,711-1.5% | $7,446+2.0% | $4,806+58.1% |
| Admin fee / account holder | $0 | $119-99.9% | $10,010-100.0% | $133-99.9% |