Filed July 31, 2015 (most recent of 2 filings on file)
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 | $52,147 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $1,125 |
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 | $23,703 | $46,173-48.7% | $170,442-86.1% | $69,631-66.0% |
| Participation rate | 89.2% | 63.9%+25.3pp | 83.6%+5.6pp | 70.7%+18.5pp |
| Annual return | 14.13% | 21.62%-7.5pp | 205.93%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,511 | $1,610-6.1% | $5,433-72.2% | $2,032-25.6% |
| Participant deferral / active EE | $1,856 | $2,080-10.8% | $4,939-62.4% | $3,224-42.4% |
| Admin fee / account holder | $82 | $116-29.0% | $13,880-99.4% | $110-25.4% |