Filed February 13, 2015
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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,398 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,088 | $52,293-78.8% | $178,490-93.8% | $73,409-84.9% |
| Participation rate | 98.8% | 65.3%+33.4pp | 81.9%+16.9pp | 72.2%+26.6pp |
| Annual return | 16.63% | 34.75%-18.1pp | 151.07%-134.4pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,767 | $1,735+1.8% | $5,011-64.7% | $2,234-20.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $31 | $127-75.7% | $13,984-99.8% | $158-80.4% |