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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,586 | $79,124+29.7% | $60,874+68.5% | $64,808+58.3% |
| Participation rate | 99.7% | 77.7%+22.0pp | 73.1%+26.6pp | 71.5%+28.3pp |
| Annual return | -11.61% | -7.13%-4.5pp | 16.90%-28.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $8,639 | $3,050+183.2% | $2,701+219.8% | $2,506+244.8% |
| Participant deferral / active EE | $9,448 | $3,725+153.6% | $3,817+147.5% | $4,310+119.2% |
| Admin fee / account holder | $58 | $106-45.5% | $3,224-98.2% | $188-69.4% |