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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $132,101 |
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 | $67,617 | $58,202+16.2% | $172,739-60.9% | $89,569-24.5% |
| Participation rate | 93.5% | 72.8%+20.6pp | 82.6%+10.8pp | 69.6%+23.9pp |
| Annual return | 39.25% | 61.59%-22.3pp | 802.84%-763.6pp | 34.56%+4.7pp |
| Employer contribution / active EE | $1,543 | $1,759-12.3% | $5,143-70.0% | $2,584-40.3% |
| Participant deferral / active EE | $4,966 | $3,335+48.9% | $5,198-4.5% | $4,220+17.7% |
| Admin fee / account holder | $6 | $53-87.8% | $13,954-100.0% | $72-91.1% |