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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
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 | $108,268 | $67,984+59.3% | $65,493+65.3% | $74,304+45.7% |
| Participation rate | 98.8% | 66.3%+32.4pp | 73.1%+25.7pp | 60.3%+38.4pp |
| Annual return | 17.16% | 19.87%-2.7pp | 982.45%-965.3pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,688 | $2,491+7.9% | $2,574+4.4% | $2,241+19.9% |
| Participant deferral / active EE | $3,570 | $3,346+6.7% | $3,961-9.9% | $3,767-5.2% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |