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 | $9,214 |
TIAA5 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Other Fees | $4,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,217 | $46,553+57.3% | $64,056+14.3% | $75,163-2.6% |
| Participation rate | 81.6% | 65.9%+15.6pp | 72.3%+9.3pp | 67.2%+14.4pp |
| Annual return | 15.32% | 26.03%-10.7pp | 33.69%-18.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $724 | $1,974-63.3% | $2,747-73.6% | $2,670-72.9% |
| Participant deferral / active EE | $4,145 | $2,837+46.1% | $3,880+6.8% | $4,125+0.5% |
| Admin fee / account holder | $73 | $2,952-97.5% | $3,068-97.6% | $5,651-98.7% |