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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,650 |
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 | $36,237 | $70,083-48.3% | $59,878-39.5% | $55,725-35.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | 22.07% | 3.13%+18.9pp | 3.46%+18.6pp | 244.93%-222.9pp |
| Employer contribution / active EE | $9,038 | $2,878+214.0% | $2,722+232.1% | $2,078+334.9% |
| Participant deferral / active EE | $8,713 | $3,079+183.0% | $3,402+156.1% | $3,356+159.7% |
| Admin fee / account holder | $19 | $70-72.9% | $3,590-99.5% | $115-83.5% |