Filed February 10, 2016 (most recent of 2 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 |
|---|---|---|
TIAA10+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $123,918 |
O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 | Accounting | $15,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,910 | $96,018+79.0% | $65,493+162.5% | $85,563+100.9% |
| Participation rate | 99.1% | 74.8%+24.3pp | 73.1%+26.0pp | 66.0%+33.1pp |
| Annual return | 15.24% | 14.51%+0.7pp | 982.45%-967.2pp | 31.51%-16.3pp |
| Employer contribution / active EE | $4,610 | $3,235+42.5% | $2,574+79.1% | $2,654+73.7% |
| Participant deferral / active EE | $7,506 | $4,055+85.1% | $3,961+89.5% | $4,375+71.6% |
| Admin fee / account holder | $222 | $271-17.9% | $5,028-95.6% | $834-73.4% |