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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,248 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,984 | $53,901+55.8% | $134,143-37.4% | $73,488+14.3% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.2%+27.8pp | 70.7%+29.3pp |
| Annual return | 16.24% | 15.82%+0.4pp | 36.33%-20.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,592 | $1,458+9.2% | $3,704-57.0% | $2,270-29.9% |
| Participant deferral / active EE | $7,796 | $2,739+184.6% | $3,499+122.8% | $3,740+108.5% |
| Admin fee / account holder | $50 | $581-91.3% | $6,684-99.2% | $513-90.2% |