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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $9,236 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,768 | $47,456-56.2% | $172,739-88.0% | $77,787-73.3% |
| Participation rate | 79.5% | 66.3%+13.2pp | 82.6%-3.2pp | 73.2%+6.3pp |
| Annual return | 15.24% | 35.57%-20.3pp | 802.84%-787.6pp | 32.57%-17.3pp |
| Employer contribution / active EE | $593 | $1,574-62.3% | $5,143-88.5% | $2,504-76.3% |
| Participant deferral / active EE | $1,662 | $2,560-35.1% | $5,198-68.0% | $3,967-58.1% |
| Admin fee / account holder | $8 | $81-89.6% | $13,954-99.9% | $100-91.6% |