Filed November 8, 2008
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 | $1,851 |
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 | $50,966 | $38,969+30.8% | $109,313-53.4% | $55,167-7.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 6.79% | 8.26%-1.5pp | 22.07%-15.3pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,756 | $1,227+124.7% | $3,892-29.2% | $1,963+40.4% |
| Participant deferral / active EE | $6,423 | $2,176+195.2% | $3,166+102.8% | $3,054+110.3% |
| Admin fee / account holder | $6 | $501-98.8% | $5,666-99.9% | $504-98.8% |