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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,384 |
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 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 | $18,663 | $56,095-66.7% | $178,490-89.5% | $90,288-79.3% |
| Participation rate | 80.5% | 65.6%+14.9pp | 81.9%-1.4pp | 73.4%+7.1pp |
| Annual return | 8.94% | 28.81%-19.9pp | 151.07%-142.1pp | 53.97%-45.0pp |
| Employer contribution / active EE | $594 | $1,572-62.2% | $5,011-88.1% | $2,524-76.5% |
| Participant deferral / active EE | $1,668 | $2,669-37.5% | $5,202-67.9% | $4,232-60.6% |
| Admin fee / account holder | $12 | $101-88.0% | $13,984-99.9% | $114-89.4% |