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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $950,539 |
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 | $73,357 | $68,330+7.4% | $149,673-51.0% | $96,393-23.9% |
| Participation rate | 91.2% | 74.6%+16.6pp | 78.8%+12.4pp | 71.3%+19.9pp |
| Annual return | 17.50% | 29.64%-12.1pp | 134.42%-116.9pp | 22.88%-5.4pp |
| Employer contribution / active EE | $1,747 | $2,139-18.3% | $4,818-63.7% | $3,238-46.0% |
| Participant deferral / active EE | $5,774 | $4,422+30.6% | $5,680+1.7% | $5,455+5.8% |
| Admin fee / account holder | $33 | $52-37.4% | $13,210-99.8% | $74-55.9% |