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 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $8,540 |
TIAA4 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Other Fees | $3,985 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,641 | $42,894+53.0% | $60,874+7.8% | $68,494-4.2% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -12.74% | -13.98%+1.2pp | 16.90%-29.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $907 | $1,978-54.2% | $2,701-66.4% | $2,596-65.1% |
| Participant deferral / active EE | $3,704 | $2,867+29.2% | $3,817-2.9% | $4,027-8.0% |
| Admin fee / account holder | $66 | $3,101-97.9% | $3,224-98.0% | $5,403-98.8% |