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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,601 | $91,762+68.5% | $67,502+129.0% | $77,643+99.1% |
| Participation rate | 99.7% | 75.9%+23.8pp | 72.9%+26.9pp | 70.6%+29.2pp |
| Annual return | 11.91% | 14.87%-3.0pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $10,159 | $3,181+219.4% | $2,731+272.0% | $2,726+272.7% |
| Participant deferral / active EE | $11,096 | $3,903+184.3% | $4,000+177.4% | $4,647+138.8% |
| Admin fee / account holder | $53 | $176-69.8% | $3,998-98.7% | $430-87.7% |