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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,147 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $36,000 |
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 | $124,199 | $79,124+57.0% | $60,874+104.0% | $64,808+91.6% |
| Participation rate | 96.4% | 77.7%+18.7pp | 73.1%+23.3pp | 71.5%+25.0pp |
| Annual return | -9.65% | -7.13%-2.5pp | 16.90%-26.5pp | 32.82%-42.5pp |
| Employer contribution / active EE | $4,069 | $3,050+33.4% | $2,701+50.6% | $2,506+62.4% |
| Participant deferral / active EE | $4,897 | $3,725+31.5% | $3,817+28.3% | $4,310+13.6% |
| Admin fee / account holder | $78 | $106-26.3% | $3,224-97.6% | $188-58.6% |