Filed August 1, 2018
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 |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $9,627 |
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $4,568 |
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 | $72,493 | $45,073+60.8% | $69,455+4.4% | $72,985-0.7% |
| Participation rate | 78.9% | 68.5%+10.4pp | 74.6%+4.3pp | 69.5%+9.4pp |
| Annual return | 58.11% | 22.65%+35.5pp | 28.97%+29.1pp | 81.00%-22.9pp |
| Employer contribution / active EE | $4,432 | $2,054+115.8% | $2,779+59.5% | $2,440+81.7% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $78 | $3,056-97.4% | $3,839-98.0% | $5,124-98.5% |