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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,775 |
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 | $64,130 | $44,221+45.0% | $121,196-47.1% | $56,287+13.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | -4.64% | -3.58%-1.1pp | 16.93%-21.6pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,957 | $1,480+99.8% | $4,022-26.5% | $2,111+40.1% |
| Participant deferral / active EE | $7,339 | $2,521+191.1% | $3,344+119.4% | $3,350+119.1% |
| Admin fee / account holder | $37 | $480-92.2% | $5,019-99.3% | $521-92.8% |