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 | $224,868 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,274 | $73,283-75.1% | $155,509-88.2% | $106,382-82.8% |
| Participation rate | 78.9% | 73.3%+5.6pp | 78.2%+0.7pp | 69.9%+9.0pp |
| Annual return | 10.56% | 15.77%-5.2pp | 64.67%-54.1pp | 17.37%-6.8pp |
| Employer contribution / active EE | $3,419 | $2,247+52.2% | $4,672-26.8% | $3,364+1.7% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $11 | $56-81.2% | $15,912-99.9% | $79-86.7% |