Filed March 17, 2016
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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $20,520 |
MALONEY & NOVOTNY LLC8 years Service code 10 · EIN 34-0677006 | Accounting | $11,000 |
PLANPILOT, LLC1 year Service code 27 · EIN 45-4168388 | Advisory (Plan) | $7,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,682 | $91,621+26.3% | $67,511+71.4% | $77,671+48.9% |
| Participation rate | 95.9% | 76.0%+19.9pp | 72.9%+23.0pp | 70.6%+25.3pp |
| Annual return | 13.11% | 14.87%-1.8pp | 3517.41%-3504.3pp | 31.21%-18.1pp |
| Employer contribution / active EE | $2,948 | $3,184-7.4% | $2,733+7.9% | $2,726+8.1% |
| Participant deferral / active EE | $4,292 | $3,906+9.9% | $4,000+7.3% | $4,648-7.7% |
| Admin fee / account holder | $45 | $176-74.6% | $3,999-98.9% | $430-89.6% |