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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $813,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,977 | $83,057-20.6% | $143,757-54.1% | $89,394-26.2% |
| Participation rate | 93.3% | 74.0%+19.3pp | 80.3%+13.0pp | 71.3%+22.0pp |
| Annual return | -13.51% | -13.97%+0.5pp | -0.04%-13.5pp | -11.89%-1.6pp |
| Employer contribution / active EE | $1,641 | $2,095-21.7% | $4,951-66.9% | $3,022-45.7% |
| Participant deferral / active EE | $5,459 | $4,281+27.5% | $5,637-3.2% | $5,123+6.6% |
| Admin fee / account holder | $30 | $83-63.3% | $14,673-99.8% | $79-61.6% |