Filed July 23, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $56,332 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,927 | $79,124+41.5% | $60,874+83.9% | $64,808+72.7% |
| Participation rate | 94.8% | 77.7%+17.1pp | 73.1%+21.7pp | 71.5%+23.3pp |
| Annual return | -2.48% | -7.13%+4.7pp | 16.90%-19.4pp | 32.82%-35.3pp |
| Employer contribution / active EE | $3,728 | $3,050+22.2% | $2,701+38.0% | $2,506+48.8% |
| Participant deferral / active EE | $3,661 | $3,725-1.7% | $3,817-4.1% | $4,310-15.1% |
| Admin fee / account holder | $51 | $106-52.2% | $3,224-98.4% | $188-73.1% |