Filed August 9, 2016
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 |
|---|---|---|
Filed as: RETIREMENT FUNDING ADVISORS INC. Service code 27 · EIN 38-3242375 | Advisory (Plan) | $6,000 |
TIAA1 year Service code 50 · EIN 13-1624203 | Direct Payment | $51 |
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 | $115,218 | $68,408+68.4% | $57,179+101.5% | $57,658+99.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.91% | 8.51%-0.6pp | 14.59%-6.7pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,614 | $2,869-43.7% | $2,682-39.8% | $1,974-18.2% |
| Participant deferral / active EE | $5,100 | $2,903+75.7% | $3,096+64.7% | $3,061+66.6% |
| Admin fee / account holder | $10 | $70-86.4% | $3,139-99.7% | $95-89.9% |