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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,274 |
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 | $95,786 | $84,948+12.8% | $70,449+36.0% | $73,409+30.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 78.15% | 13.39%+64.8pp | 109.03%-30.9pp | 59.29%+18.9pp |
| Employer contribution / active EE | $9,002 | $2,834+217.6% | $2,737+228.9% | $2,234+303.0% |
| Participant deferral / active EE | $9,737 | $3,387+187.5% | $3,709+162.5% | $3,805+155.9% |
| Admin fee / account holder | $50 | $98-49.1% | $3,845-98.7% | $158-68.4% |