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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $886,414 |
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 | $82,928 | $68,062+21.8% | $185,823-55.4% | $106,520-22.1% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.7%+10.9pp | 71.3%+21.3pp |
| Annual return | 15.10% | 18.20%-3.1pp | 122.05%-107.0pp | 19.28%-4.2pp |
| Employer contribution / active EE | $1,671 | $1,997-16.3% | $5,167-67.7% | $2,840-41.2% |
| Participant deferral / active EE | $5,271 | $3,990+32.1% | $5,568-5.3% | $4,948+6.5% |
| Admin fee / account holder | $37 | $53-28.9% | $16,237-99.8% | $75-49.7% |