Filed March 17, 2016 (most recent of 33 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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,155,633 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,184 | $73,283+10.8% | $155,509-47.8% | $106,382-23.7% |
| Participation rate | 93.0% | 73.3%+19.7pp | 78.2%+14.8pp | 69.9%+23.1pp |
| Annual return | 14.08% | 15.77%-1.7pp | 64.67%-50.6pp | 17.37%-3.3pp |
| Employer contribution / active EE | $1,980 | $2,247-11.9% | $4,672-57.6% | $3,364-41.1% |
| Participant deferral / active EE | $6,291 | $4,580+37.3% | $5,626+11.8% | $5,569+13.0% |
| Admin fee / account holder | $38 | $56-33.1% | $15,912-99.8% | $79-52.6% |