Filed February 26, 2014
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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $133,477 | $91,621+45.7% | $67,511+97.7% | $77,671+71.9% |
| Participation rate | 50.1% | 76.0%-25.9pp | 72.9%-22.8pp | 70.6%-20.5pp |
| Annual return | 12.00% | 14.87%-2.9pp | 3517.41%-3505.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $2,235 | $3,184-29.8% | $2,733-18.2% | $2,726-18.0% |
| Participant deferral / active EE | $3,571 | $3,906-8.6% | $4,000-10.7% | $4,648-23.2% |
| Admin fee / account holder | $5 | $176-97.1% | $3,999-99.9% | $430-98.8% |