Filed October 11, 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 |
|---|---|---|
Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $17,010 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $10,778 |
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 | $74,630 | $55,002+35.7% | $59,878+24.6% | $56,287+32.6% |
| Participation rate | 98.6% | 75.9%+22.7pp | 74.7%+23.9pp | 69.9%+28.8pp |
| Annual return | -2.59% | 1.13%-3.7pp | 3.46%-6.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,126 | $2,448-54.0% | $2,722-58.6% | $2,111-46.7% |
| Participant deferral / active EE | $3,494 | $3,121+12.0% | $3,402+2.7% | $3,350+4.3% |
| Admin fee / account holder | $75 | $236-68.1% | $3,590-97.9% | $521-85.6% |