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 | $48,795+93.6% | $65,493+44.2% | $84,808+11.4% |
| Participation rate | 98.2% | 67.0%+31.2pp | 73.1%+25.1pp | 68.3%+29.9pp |
| Annual return | 15.36% | 20.20%-4.8pp | 982.45%-967.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,618 | $1,930+191.2% | $2,574+118.3% | $2,631+113.6% |
| Participant deferral / active EE | $9,650 | $2,928+229.5% | $3,961+143.6% | $4,212+129.1% |
| Admin fee / account holder | $73 | $3,877-98.1% | $5,028-98.5% | $7,344-99.0% |