Filed August 30, 2013 (most recent of 3 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 | $750 |
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 | $78,836 | $95,542-17.5% | $69,455+13.5% | $67,579+16.7% |
| Participation rate | 83.5% | 79.4%+4.2pp | 74.6%+8.9pp | 71.3%+12.2pp |
| Annual return | 16.30% | 17.67%-1.4pp | 28.97%-12.7pp | 378.56%-362.3pp |
| Employer contribution / active EE | $2,568 | $2,989-14.1% | $2,779-7.6% | $2,148+19.5% |
| Participant deferral / active EE | $3,362 | $3,263+3.0% | $3,535-4.9% | $3,539-5.0% |
| Admin fee / account holder | $5 | $90-94.3% | $3,839-99.9% | $142-96.4% |