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 | $8,221 |
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $3,911 |
Employer contribution per participant 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 | $77,379 | $49,227+57.2% | $70,449+9.8% | $79,858-3.1% |
| Participation rate | 72.1% | 69.2%+2.9pp | 75.1%-3.0pp | 69.6%+2.5pp |
| Annual return | 13.72% | 30.06%-16.3pp | 109.03%-95.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $279 | $2,099-86.7% | $2,737-89.8% | $2,471-88.7% |
| Participant deferral / active EE | $3,411 | $2,768+23.2% | $3,709-8.0% | $3,740-8.8% |
| Admin fee / account holder | $64 | $2,878-97.8% | $3,845-98.3% | $5,306-98.8% |