Filed June 5, 2014
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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,392 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,467 | $47,479+99.0% | $62,929+50.1% | $82,448+14.6% |
| Participation rate | 98.2% | 66.9%+31.3pp | 73.1%+25.1pp | 68.1%+30.1pp |
| Annual return | 15.36% | 20.34%-5.0pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $5,618 | $1,885+198.0% | $2,505+124.3% | $2,551+120.3% |
| Participant deferral / active EE | $9,650 | $2,870+236.2% | $3,888+148.2% | $4,139+133.1% |
| Admin fee / account holder | $73 | $3,804-98.1% | $5,065-98.6% | $7,234-99.0% |