Filed August 11, 2012
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 5-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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,919 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,555 | $47,456-75.7% | $172,739-93.3% | $77,787-85.1% |
| Participation rate | 93.9% | 66.3%+27.7pp | 82.6%+11.3pp | 73.2%+20.7pp |
| Annual return | 0.00% | 35.57%-35.6pp | 802.84%-802.8pp | 32.57%-32.6pp |
| Employer contribution / active EE | $1,357 | $1,574-13.8% | $5,143-73.6% | $2,504-45.8% |
| Participant deferral / active EE | $7,879 | $2,560+207.8% | $5,198+51.6% | $3,967+98.6% |
| Admin fee / account holder | $14 | $81-82.8% | $13,954-99.9% | $100-86.1% |