Filed April 22, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 22 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Insurance Broker | $32,621 |
Filed as: TWO EST CAPITAL ADVISORS Service code 15 · EIN 27-3055170 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Recordkeeping | $5,343 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,755 | $94,833-75.0% | $75,696-68.6% | $86,799-72.6% |
| Participation rate | 94.2% | 79.1%+15.1pp | 74.8%+19.4pp | 72.3%+22.0pp |
| Annual return | 14.30% | 16.91%-2.6pp | 104.53%-90.2pp | 97.91%-83.6pp |
| Employer contribution / active EE | $3,355 | $2,904+15.5% | $2,743+22.3% | $2,405+39.5% |
| Participant deferral / active EE | $2,230 | $3,632-38.6% | $3,821-41.6% | $4,131-46.0% |
| Admin fee / account holder | $35 | $109-67.4% | $3,619-99.0% | $170-79.1% |