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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,715 |
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 | $51,029 | $95,542-46.6% | $69,455-26.5% | $67,579-24.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 27.07% | 17.67%+9.4pp | 28.97%-1.9pp | 378.56%-351.5pp |
| Employer contribution / active EE | $8,466 | $2,989+183.3% | $2,779+204.6% | $2,148+294.2% |
| Participant deferral / active EE | $8,749 | $3,263+168.2% | $3,535+147.5% | $3,539+147.2% |
| Admin fee / account holder | $26 | $90-70.9% | $3,839-99.3% | $142-81.6% |