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. $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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping Fees | $44,431 |
Service code 15 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Recordkeeping | $7,225 |
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 | $23,097 | $79,124-70.8% | $60,874-62.1% | $64,808-64.4% |
| Participation rate | 96.8% | 77.7%+19.0pp | 73.1%+23.6pp | 71.5%+25.3pp |
| Annual return | -11.83% | -7.13%-4.7pp | 16.90%-28.7pp | 32.82%-44.6pp |
| Employer contribution / active EE | $3,697 | $3,050+21.2% | $2,701+36.9% | $2,506+47.6% |
| Participant deferral / active EE | $2,615 | $3,725-29.8% | $3,817-31.5% | $4,310-39.3% |
| Admin fee / account holder | $48 | $106-54.4% | $3,224-98.5% | $188-74.3% |