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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $650,889 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,961 | $66,513+14.2% | $178,490-57.4% | $106,222-28.5% |
| Participation rate | 93.7% | 73.8%+20.0pp | 81.9%+11.8pp | 70.8%+22.9pp |
| Annual return | 16.11% | 21.81%-5.7pp | 151.07%-135.0pp | 21.69%-5.6pp |
| Employer contribution / active EE | $1,585 | $1,776-10.7% | $5,011-68.4% | $2,723-41.8% |
| Participant deferral / active EE | $5,219 | $3,679+41.8% | $5,202+0.3% | $4,600+13.5% |
| Admin fee / account holder | $30 | $53-44.3% | $13,984-99.8% | $78-62.0% |