Filed August 9, 2017
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 |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,138 |
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 | $46,696 | $67,166-30.5% | $57,343-18.6% | $55,191-15.4% |
| Participation rate | 99.1% | 77.7%+21.4pp | 75.1%+24.0pp | 69.2%+29.9pp |
| Annual return | 3.76% | 4.22%-0.5pp | 24.39%-20.6pp | 10.78%-7.0pp |
| Employer contribution / active EE | $1,993 | $2,812-29.1% | $2,689-25.9% | $1,899+5.0% |
| Participant deferral / active EE | $1,690 | $2,835-40.4% | $3,162-46.6% | $3,046-44.5% |
| Admin fee / account holder | $20 | $44-55.1% | $3,356-99.4% | $91-78.5% |