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 | $61,030 |
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 | $20,405 | $52,293-61.0% | $178,490-88.6% | $73,409-72.2% |
| Participation rate | 96.2% | 65.3%+30.9pp | 81.9%+14.3pp | 72.2%+24.1pp |
| Annual return | 15.88% | 34.75%-18.9pp | 151.07%-135.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,773 | $2,332-24.0% | $5,202-65.9% | $3,805-53.4% |
| Admin fee / account holder | $58 | $127-54.7% | $13,984-99.6% | $158-63.4% |