Filed April 1, 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 |
|---|---|---|
TIAA9 years Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 14 · EIN 13-1624203 | Plan Administrator | $31,725 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $27,523 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $8,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,937 | $69,763-27.0% | $67,502-24.5% | $74,495-31.6% |
| Participation rate | 98.0% | 71.4%+26.7pp | 72.9%+25.2pp | 67.2%+30.8pp |
| Annual return | 12.06% | -40.34%+52.4pp | 3512.12%-3500.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,225 | $2,704-54.7% | $2,731-55.1% | $2,623-53.3% |
| Participant deferral / active EE | $3,169 | $3,636-12.8% | $4,000-20.8% | $4,346-27.1% |
| Admin fee / account holder | $101 | $896-88.7% | $3,998-97.5% | $1,942-94.8% |