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 |
|---|---|---|
TIAA5+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $40,167 |
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 | $107,617 | $99,957+7.7% | $149,696-28.1% | $73,488+46.4% |
| Participation rate | 94.6% | 75.7%+18.9pp | 82.5%+12.2pp | 70.7%+24.0pp |
| Annual return | 3.69% | 53.87%-50.2pp | 276.60%-272.9pp | 28.51%-24.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,343 | $6,073+53.8% | $6,842+36.6% | $3,740+149.8% |
| Admin fee / account holder | $65 | $551-88.1% | $9,309-99.3% | $513-87.3% |