Filed March 10, 2015
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 8-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 year Service code 15 · EIN 13-1624203 | Recordkeeping | $11,233 |
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 | $55,448 | $74,552-25.6% | $62,995-12.0% | $69,631-20.4% |
| Participation rate | 93.2% | 78.3%+15.0pp | 74.8%+18.4pp | 70.7%+22.5pp |
| Annual return | 13.85% | 15.77%-1.9pp | 87.57%-73.7pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,945 | $2,929-33.6% | $2,759-29.5% | $2,032-4.3% |
| Participant deferral / active EE | $2,596 | $2,974-12.7% | $3,329-22.0% | $3,224-19.5% |
| Admin fee / account holder | $8 | $59-85.9% | $3,600-99.8% | $110-92.4% |