Filed October 10, 2019 (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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $53,369 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,079 | $83,884+118.3% | $64,056+185.8% | $74,419+146.0% |
| Participation rate | 74.0% | 76.6%-2.6pp | 72.3%+1.7pp | 70.7%+3.3pp |
| Annual return | 13.73% | 16.57%-2.8pp | 33.69%-20.0pp | 34.38%-20.7pp |
| Employer contribution / active EE | $6,656 | $3,084+115.8% | $2,747+142.3% | $2,637+152.4% |
| Participant deferral / active EE | $4,023 | $3,692+9.0% | $3,880+3.7% | $4,528-11.2% |
| Admin fee / account holder | $62 | $196-68.6% | $3,068-98.0% | $348-82.3% |