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 | $91,762+45.5% | $67,502+97.7% | $77,643+71.9% |
| Participation rate | 50.1% | 75.9%-25.8pp | 72.9%-22.8pp | 70.6%-20.5pp |
| Annual return | 12.00% | 14.87%-2.9pp | 3512.12%-3500.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,235 | $3,181-29.7% | $2,731-18.2% | $2,726-18.0% |
| Participant deferral / active EE | $3,571 | $3,903-8.5% | $4,000-10.7% | $4,647-23.2% |
| Admin fee / account holder | $5 | $176-97.1% | $3,998-99.9% | $430-98.8% |