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 |
|---|---|---|
TIAA2+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $55,629 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 | Advisory (Plan) | $5,198 |
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 | $93,512 | $74,552+25.4% | $62,995+48.4% | $69,631+34.3% |
| Participation rate | 70.0% | 78.3%-8.3pp | 74.8%-4.8pp | 70.7%-0.7pp |
| Annual return | 16.81% | 15.77%+1.0pp | 87.57%-70.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,137 | $2,929-27.0% | $2,759-22.5% | $2,032+5.2% |
| Participant deferral / active EE | $3,926 | $2,974+32.0% | $3,329+17.9% | $3,224+21.8% |
| Admin fee / account holder | $114 | $59+91.4% | $3,600-96.8% | $110+2.9% |