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 |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Custodial (securities); Investment ma... | $8,956 |
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 | $125,959 | $95,542+31.8% | $69,455+81.4% | $67,579+86.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 18.04% | 17.67%+0.4pp | 28.97%-10.9pp | 378.56%-360.5pp |
| Employer contribution / active EE | $1,625 | $2,989-45.6% | $2,779-41.5% | $2,148-24.3% |
| Participant deferral / active EE | $4,159 | $3,263+27.5% | $3,535+17.6% | $3,539+17.5% |
| Admin fee / account holder | $13 | $90-85.6% | $3,839-99.7% | $142-90.9% |