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 | $93,351+84.2% | $62,929+173.2% | $79,634+115.9% |
| Participation rate | 99.1% | 74.6%+24.5pp | 73.1%+26.0pp | 62.5%+36.6pp |
| Annual return | 15.24% | 14.37%+0.9pp | 1063.93%-1048.7pp | 36.46%-21.2pp |
| Employer contribution / active EE | $4,610 | $3,135+47.1% | $2,505+84.1% | $2,529+82.3% |
| Participant deferral / active EE | $7,506 | $3,921+91.4% | $3,888+93.0% | $3,835+95.7% |
| Admin fee / account holder | $222 | $229-3.1% | $5,065-95.6% | $1,002-77.8% |