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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,146 |
Filed as: FIDELITY INVESTMENTS INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,244 |
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 | $73,073 | $74,552-2.0% | $62,995+16.0% | $69,631+4.9% |
| Participation rate | 94.1% | 78.3%+15.8pp | 74.8%+19.3pp | 70.7%+23.4pp |
| Annual return | 14.63% | 15.77%-1.1pp | 87.57%-72.9pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $5,325 | $2,929+81.8% | $2,759+93.0% | $2,032+162.1% |
| Participant deferral / active EE | $5,298 | $2,974+78.1% | $3,329+59.1% | $3,224+64.4% |
| Admin fee / account holder | $70 | $59+17.2% | $3,600-98.1% | $110-37.0% |