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 |
|---|---|---|
TIAA4 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Custodial (securities); Investment ma... | $17,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,549 | $84,948+47.8% | $70,449+78.2% | $73,409+71.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 13.65% | 13.39%+0.3pp | 109.03%-95.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,053 | $2,834-62.8% | $2,737-61.5% | $2,234-52.8% |
| Participant deferral / active EE | $3,668 | $3,387+8.3% | $3,709-1.1% | $3,805-3.6% |
| Admin fee / account holder | $22 | $98-77.1% | $3,845-99.4% | $158-85.8% |