Filed December 2, 2015 (most recent of 2 filings on file)
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 10-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 13 · EIN 13-1624203 | Contract Administrator | $47,773 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,662 | $89,652+23.4% | $141,162-21.6% | $65,185+69.8% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.5%+12.8pp | 70.2%+25.0pp |
| Annual return | 5.33% | 32.79%-27.5pp | 71.39%-66.1pp | 29.38%-24.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,721 | $5,691+70.8% | $6,709+44.9% | $3,514+176.7% |
| Admin fee / account holder | $95 | $569-83.4% | $10,261-99.1% | $847-88.8% |