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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,661 | $92,091+26.7% | $62,995+85.2% | $77,958+49.6% |
| Participation rate | 41.8% | 74.5%-32.6pp | 74.8%-33.0pp | 71.6%-29.8pp |
| Annual return | 15.47% | 16.23%-0.8pp | 87.57%-72.1pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,813 | $3,424-47.1% | $2,759-34.3% | $2,310-21.5% |
| Participant deferral / active EE | $2,649 | $3,361-21.2% | $3,329-20.4% | $3,537-25.1% |
| Admin fee / account holder | $3 | $48-94.6% | $3,600-99.9% | $97-97.4% |