Filed April 28, 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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,122 |
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 | $46,522 | $41,256+12.8% | $86,590-46.3% | $77,958-40.3% |
| Participation rate | 99.5% | 63.0%+36.5pp | 73.5%+26.0pp | 71.6%+27.9pp |
| Annual return | 19.34% | 17.67%+1.7pp | 964.84%-945.5pp | 20.87%-1.5pp |
| Employer contribution / active EE | $4,402 | $1,613+173.0% | $2,839+55.0% | $2,310+90.5% |
| Participant deferral / active EE | $3,638 | $2,332+56.0% | $3,609+0.8% | $3,537+2.9% |
| Admin fee / account holder | $0 | $71-99.4% | $4,906-100.0% | $97-99.5% |