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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $73,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,817 | $47,126-57.9% | $149,673-86.8% | $74,419-73.4% |
| Participation rate | 98.1% | 63.4%+34.7pp | 78.8%+19.3pp | 70.7%+27.3pp |
| Annual return | 17.26% | 22.75%-5.5pp | 134.42%-117.2pp | 34.38%-17.1pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,683 | $2,728-38.3% | $5,680-70.4% | $4,528-62.8% |
| Admin fee / account holder | $53 | $343-84.4% | $13,210-99.6% | $348-84.6% |