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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $52,001 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,202 | $53,136-58.2% | $155,509-85.7% | $199,593-88.9% |
| Participation rate | 82.6% | 64.1%+18.5pp | 78.2%+4.4pp | 72.0%+10.6pp |
| Annual return | 10.35% | 41.15%-30.8pp | 64.67%-54.3pp | 34.25%-23.9pp |
| Employer contribution / active EE | $828 | $1,851-55.3% | $4,672-82.3% | $3,034-72.7% |
| Participant deferral / active EE | $2,057 | $3,161-34.9% | $5,626-63.4% | $5,087-59.6% |
| Admin fee / account holder | $32 | $185-82.9% | $15,912-99.8% | $269-88.2% |