Filed December 12, 1995
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 | $711 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,622 | $85,199-59.4% | $57,179-39.4% | $63,975-45.9% |
| Participation rate | 82.3% | 74.0%+8.3pp | 75.3%+7.0pp | 71.1%+11.2pp |
| Annual return | 6.20% | 10.43%-4.2pp | 14.59%-8.4pp | 48.65%-42.4pp |
| Employer contribution / active EE | $3,416 | $3,446-0.9% | $2,682+27.3% | $2,182+56.6% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $39-99.6% | $3,139-100.0% | $70-99.8% |