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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,468 |
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 | $70,877 | $63,156+12.2% | $122,332-42.1% | $62,292+13.8% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.43% | 20.61%-4.2pp | 30.27%-13.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,605 | $1,385+88.1% | $4,050-35.7% | $2,042+27.6% |
| Participant deferral / active EE | $7,548 | $2,321+225.2% | $3,287+129.6% | $3,169+138.2% |
| Admin fee / account holder | $14 | $440-96.9% | $5,478-99.7% | $479-97.1% |