Filed August 29, 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.
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 |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,036 | $65,557+113.6% | $64,056+118.6% | $71,457+96.0% |
| Participation rate | 78.6% | 73.2%+5.4pp | 72.3%+6.3pp | 67.9%+10.7pp |
| Annual return | 16.19% | 18.94%-2.8pp | 33.69%-17.5pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,349 | $2,669+25.5% | $2,747+21.9% | $2,588+29.4% |
| Participant deferral / active EE | $4,806 | $3,626+32.5% | $3,880+23.9% | $4,289+12.1% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |