Filed May 29, 2003 (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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,771 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,203 | $113,293+40.5% | $67,502+135.8% | $199,593-20.2% |
| Participation rate | 99.0% | 73.3%+25.7pp | 72.9%+26.2pp | 72.0%+27.1pp |
| Annual return | 12.43% | 15.88%-3.5pp | 3512.12%-3499.7pp | 34.25%-21.8pp |
| Employer contribution / active EE | $5,945 | $3,401+74.8% | $2,731+117.7% | $3,034+95.9% |
| Participant deferral / active EE | $3,839 | $4,159-7.7% | $4,000-4.0% | $5,087-24.5% |
| Admin fee / account holder | $38 | $103-62.9% | $3,998-99.0% | $269-85.9% |