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 |
|---|---|---|
TIAA6 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Investment management; Investment man... | $30,697 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 38-1357951 | Accounting | $11,550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,057 | $79,124+64.4% | $60,874+113.6% | $64,808+100.7% |
| Participation rate | 96.8% | 77.7%+19.1pp | 73.1%+23.7pp | 71.5%+25.4pp |
| Annual return | -12.83% | -7.13%-5.7pp | 16.90%-29.7pp | 32.82%-45.6pp |
| Employer contribution / active EE | $742 | $3,050-75.7% | $2,701-72.6% | $2,506-70.4% |
| Participant deferral / active EE | $4,231 | $3,725+13.6% | $3,817+10.9% | $4,310-1.8% |
| Admin fee / account holder | $65 | $106-38.5% | $3,224-98.0% | $188-65.4% |