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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,064 | $83,884+52.7% | $64,056+99.9% | $74,419+72.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 18.58% | 16.57%+2.0pp | 33.69%-15.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $8,909 | $3,084+188.9% | $2,747+224.4% | $2,637+237.8% |
| Participant deferral / active EE | $9,943 | $3,692+169.3% | $3,880+156.3% | $4,528+119.6% |
| Admin fee / account holder | $50 | $196-74.3% | $3,068-98.4% | $348-85.5% |