Filed December 28, 2010
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 64 · EIN 13-1624203 | Recordkeeping Fees | $3,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,750 | $48,277+129.4% | $67,511+64.0% | $80,874+36.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.12% | 18.27%-4.1pp | 3517.41%-3503.3pp | 35.62%-21.5pp |
| Employer contribution / active EE | $6,669 | $2,021+230.0% | $2,733+144.1% | $2,756+142.0% |
| Participant deferral / active EE | $12,145 | $2,926+315.1% | $4,000+203.6% | $4,297+182.6% |
| Admin fee / account holder | $23 | $3,687-99.4% | $3,999-99.4% | $6,935-99.7% |