Filed June 11, 2019 (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 |
|---|---|---|
TIAA8 years Service code 14 · EIN 13-1624203 | Plan Administrator | $39,046 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,173 | $88,634+19.8% | $101,326+4.8% | $74,304+42.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 13.72% | 33.10%-19.4pp | 36.82%-23.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,866 | $2,930+31.9% | $3,665+5.5% | $2,241+72.5% |
| Participant deferral / active EE | $6,438 | $7,322-12.1% | $7,994-19.5% | $3,767+70.9% |
| Admin fee / account holder | $132 | $2,425-94.6% | $11,185-98.8% | $2,969-95.6% |