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 |
|---|---|---|
TIAA1+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $24,504 |
Annual investment return 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 | $85,126 | $68,408+24.4% | $57,179+48.9% | $57,658+47.6% |
| Participation rate | 99.7% | 79.1%+20.5pp | 75.3%+24.3pp | 70.2%+29.4pp |
| Annual return | 2.27% | 8.51%-6.2pp | 14.59%-12.3pp | 5.13%-2.9pp |
| Employer contribution / active EE | $1,253 | $2,869-56.3% | $2,682-53.3% | $1,974-36.5% |
| Participant deferral / active EE | $2,078 | $2,903-28.4% | $3,096-32.9% | $3,061-32.1% |
| Admin fee / account holder | $50 | $70-28.8% | $3,139-98.4% | $95-47.6% |