Filed June 22, 2010 (most recent of 2 filings on file)
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 | $275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,951 | $69,763+41.8% | $67,502+46.6% | $74,495+32.8% |
| Participation rate | 98.7% | 71.4%+27.3pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 12.81% | -40.34%+53.1pp | 3512.12%-3499.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,650 | $2,704-2.0% | $2,731-3.0% | $2,623+1.0% |
| Participant deferral / active EE | $3,271 | $3,636-10.0% | $4,000-18.2% | $4,346-24.7% |
| Admin fee / account holder | $1 | $896-99.9% | $3,998-100.0% | $1,942-100.0% |