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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping Fees | $63,130 |
TWO WEST CAPITAL ADVISORS2 years Service code 15 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Recordkeeping | $9,955 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,365 | $83,884-69.8% | $64,056-60.4% | $74,419-65.9% |
| Participation rate | 97.0% | 76.6%+20.4pp | 72.3%+24.7pp | 70.7%+26.3pp |
| Annual return | 15.27% | 16.57%-1.3pp | 33.69%-18.4pp | 34.38%-19.1pp |
| Employer contribution / active EE | $3,656 | $3,084+18.6% | $2,747+33.1% | $2,637+38.6% |
| Participant deferral / active EE | $2,587 | $3,692-29.9% | $3,880-33.3% | $4,528-42.9% |
| Admin fee / account holder | $61 | $196-68.7% | $3,068-98.0% | $348-82.4% |