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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,937 |
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 | $151,301 | $57,976+161.0% | $62,995+140.2% | $62,292+142.9% |
| Participation rate | 99.1% | 75.9%+23.1pp | 74.8%+24.2pp | 69.5%+29.5pp |
| Annual return | 14.66% | 17.54%-2.9pp | 87.57%-72.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $5,802 | $2,415+140.3% | $2,759+110.3% | $2,042+184.1% |
| Participant deferral / active EE | $8,461 | $2,956+186.2% | $3,329+154.1% | $3,169+167.0% |
| Admin fee / account holder | $40 | $276-85.5% | $3,600-98.9% | $479-91.7% |