Filed October 18, 2004
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,838 |
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 | $138,287 | $52,467+163.6% | $57,179+141.9% | $55,167+150.7% |
| Participation rate | 98.0% | 75.8%+22.2pp | 75.3%+22.7pp | 69.0%+29.0pp |
| Annual return | 7.09% | 7.72%-0.6pp | 14.59%-7.5pp | 169.23%-162.1pp |
| Employer contribution / active EE | $5,898 | $2,477+138.1% | $2,682+119.9% | $1,963+200.5% |
| Participant deferral / active EE | $8,498 | $2,830+200.3% | $3,096+174.5% | $3,054+178.2% |
| Admin fee / account holder | $13 | $269-95.1% | $3,139-99.6% | $504-97.4% |