Filed February 13, 2014 (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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $139 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,581 | $68,408+23.6% | $57,179+47.9% | $57,658+46.7% |
| Participation rate | 95.0% | 79.1%+15.8pp | 75.3%+19.6pp | 70.2%+24.7pp |
| Annual return | 7.57% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,347 | $2,869-18.2% | $2,682-12.5% | $1,974+18.9% |
| Participant deferral / active EE | $3,692 | $2,903+27.2% | $3,096+19.2% | $3,061+20.6% |
| Admin fee / account holder | $0 | $70-99.6% | $3,139-100.0% | $95-99.7% |