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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $38 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,116 | $68,408+27.3% | $57,179+52.4% | $57,658+51.1% |
| Participation rate | 52.4% | 79.1%-26.8pp | 75.3%-23.0pp | 70.2%-17.9pp |
| Annual return | 6.38% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,951 | $2,869-32.0% | $2,682-27.3% | $1,974-1.2% |
| Participant deferral / active EE | $3,023 | $2,903+4.1% | $3,096-2.4% | $3,061-1.2% |
| Admin fee / account holder | $0 | $70-99.9% | $3,139-100.0% | $95-99.9% |