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 | $43,892 |
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 | $21,827 | $50,127-56.5% | $149,673-85.4% | $80,160-72.8% |
| Participation rate | 78.7% | 64.3%+14.4pp | 78.8%-0.1pp | 72.9%+5.8pp |
| Annual return | 37.44% | 29.82%+7.6pp | 134.42%-97.0pp | 40.38%-2.9pp |
| Employer contribution / active EE | $782 | $1,865-58.1% | $4,818-83.8% | $2,978-73.7% |
| Participant deferral / active EE | $2,002 | $3,194-37.3% | $5,680-64.8% | $5,017-60.1% |
| Admin fee / account holder | $29 | $153-81.1% | $13,210-99.8% | $145-80.1% |