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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,904 |
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 | $261,197 | $107,459+143.1% | $135,903+92.2% | $80,160+225.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 14.49% | 91.91%-77.4pp | 68.23%-53.7pp | 40.38%-25.9pp |
| Employer contribution / active EE | $8,353 | $3,877+115.4% | $4,856+72.0% | $2,978+180.5% |
| Participant deferral / active EE | $7,652 | $8,195-6.6% | $7,758-1.4% | $5,017+52.5% |
| Admin fee / account holder | $3 | $127-97.6% | $10,762-100.0% | $145-97.9% |