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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $54,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,944 | $47,456-70.6% | $172,739-91.9% | $77,787-82.1% |
| Participation rate | 52.3% | 66.3%-13.9pp | 82.6%-30.3pp | 73.2%-20.9pp |
| Annual return | 23.07% | 35.57%-12.5pp | 802.84%-779.8pp | 32.57%-9.5pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $832 | $2,560-67.5% | $5,198-84.0% | $3,967-79.0% |
| Admin fee / account holder | $41 | $81-49.3% | $13,954-99.7% | $100-59.1% |