Filed February 5, 2014
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 8-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 15 · EIN 13-1624203 | Recordkeeping | $875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,608 | $74,552-73.7% | $62,995-68.9% | $69,631-71.8% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 0.00% | 15.77%-15.8pp | 87.57%-87.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $9,224 | $2,929+214.9% | $2,759+234.4% | $2,032+353.9% |
| Participant deferral / active EE | $8,144 | $2,974+173.8% | $3,329+144.6% | $3,224+152.6% |
| Admin fee / account holder | $6 | $59-90.6% | $3,600-99.8% | $110-94.9% |