Filed May 22, 2017 (most recent of 3 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 | $27,599 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
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 | $68,016 | $68,408-0.6% | $57,179+19.0% | $57,658+18.0% |
| Participation rate | 90.8% | 79.1%+11.7pp | 75.3%+15.5pp | 70.2%+20.6pp |
| Annual return | 9.56% | 8.51%+1.1pp | 14.59%-5.0pp | 5.13%+4.4pp |
| Employer contribution / active EE | $4,538 | $2,869+58.2% | $2,682+69.2% | $1,974+129.9% |
| Participant deferral / active EE | $4,504 | $2,903+55.2% | $3,096+45.5% | $3,061+47.2% |
| Admin fee / account holder | $48 | $70-30.4% | $3,139-98.5% | $95-48.7% |