Filed October 9, 2001 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $27,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,544 | $48,795+77.4% | $65,493+32.1% | $84,808+2.0% |
| Participation rate | 92.4% | 67.0%+25.4pp | 73.1%+19.3pp | 68.3%+24.1pp |
| Annual return | 16.66% | 20.20%-3.5pp | 982.45%-965.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,324 | $1,930+227.7% | $2,574+145.7% | $2,631+140.4% |
| Participant deferral / active EE | $6,462 | $2,928+120.6% | $3,961+63.1% | $4,212+53.4% |
| Admin fee / account holder | $114 | $3,877-97.1% | $5,028-97.7% | $7,344-98.4% |