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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,908 |
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 | $20,361 | $67,512-69.8% | $185,823-89.0% | $93,030-78.1% |
| Participation rate | 82.7% | 67.1%+15.6pp | 81.7%+1.0pp | 73.9%+8.8pp |
| Annual return | 11.50% | 21.04%-9.5pp | 122.05%-110.5pp | 158.70%-147.2pp |
| Employer contribution / active EE | $692 | $1,783-61.2% | $5,167-86.6% | $2,706-74.4% |
| Participant deferral / active EE | $1,926 | $3,035-36.6% | $5,568-65.4% | $4,562-57.8% |
| Admin fee / account holder | $19 | $318-93.9% | $16,237-99.9% | $152-87.2% |