Filed June 30, 2014
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 27 · EIN 43-1451524 11221 ROE AVE STE 200 · LEAWOOD, KS 662111878 | Advisory (Plan) | $30,913 |
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 | $128,991 | $74,552+73.0% | $62,995+104.8% | $69,631+85.2% |
| Participation rate | 93.4% | 78.3%+15.2pp | 74.8%+18.6pp | 70.7%+22.7pp |
| Annual return | 13.09% | 15.77%-2.7pp | 87.57%-74.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $4,947 | $2,929+68.9% | $2,759+79.3% | $2,032+143.5% |
| Participant deferral / active EE | $3,992 | $2,974+34.2% | $3,329+19.9% | $3,224+23.8% |
| Admin fee / account holder | $46 | $59-22.9% | $3,600-98.7% | $110-58.5% |