Filed June 7, 2013
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $41,019 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,676 | $69,745+37.2% | $67,511+41.7% | $74,546+28.3% |
| Participation rate | 96.6% | 71.3%+25.3pp | 72.9%+23.7pp | 67.2%+29.4pp |
| Annual return | 10.94% | -40.37%+51.3pp | 3517.41%-3506.5pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $4,800 | $2,705+77.4% | $2,733+75.7% | $2,624+82.9% |
| Participant deferral / active EE | $6,054 | $3,636+66.5% | $4,000+51.3% | $4,347+39.3% |
| Admin fee / account holder | $127 | $894-85.8% | $3,999-96.8% | $1,944-93.5% |