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 |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,038 | $69,763+122.2% | $67,502+129.7% | $74,495+108.1% |
| Participation rate | 84.0% | 71.4%+12.6pp | 72.9%+11.1pp | 67.2%+16.8pp |
| Annual return | 12.91% | -40.34%+53.3pp | 3512.12%-3499.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,683 | $2,704+36.2% | $2,731+34.8% | $2,623+40.4% |
| Participant deferral / active EE | $4,892 | $3,636+34.5% | $4,000+22.3% | $4,346+12.6% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |