Filed March 17, 2016 (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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $319,928 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 28 · EIN 82-1434504 | Investment Management | $147,000 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 15 · EIN 74-1625348 | Recordkeeping | $15,121 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $13,671 |
JACKSON LEWIS P.C.3 years Service code 29 · EIN 46-3862389 | Legal | $10,036 |
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 | $120,588 | $57,610+109.3% | $154,803-22.1% | $102,872+17.2% |
| Participation rate | 98.2% | 59.5%+38.8pp | 78.1%+20.2pp | 73.0%+25.2pp |
| Annual return | 13.46% | 30.49%-17.0pp | 58.88%-45.4pp | 19.06%-5.6pp |
| Employer contribution / active EE | $3,507 | $1,883+86.2% | $4,305-18.6% | $3,526-0.6% |
| Participant deferral / active EE | $6,232 | $2,914+113.8% | $5,540+12.5% | $5,535+12.6% |
| Admin fee / account holder | $112 | $368-69.5% | $14,329-99.2% | $292-61.6% |