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 |
|---|---|---|
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $28,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,387 | $84,487+37.8% | $125,339-7.1% | $66,914+73.9% |
| Participation rate | 90.1% | 76.4%+13.7pp | 82.4%+7.7pp | 69.8%+20.3pp |
| Annual return | -6.21% | -8.39%+2.2pp | 572.05%-578.3pp | 1.58%-7.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,541 | $6,781+70.2% | $7,446+55.0% | $4,237+172.4% |
| Admin fee / account holder | $60 | $685-91.2% | $10,010-99.4% | $593-89.8% |