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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
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 | $60,256 | $70,083-14.0% | $59,878+0.6% | $55,725+8.1% |
| Participation rate | 77.2% | 78.4%-1.2pp | 74.7%+2.5pp | 70.9%+6.3pp |
| Annual return | -2.72% | 3.13%-5.8pp | 3.46%-6.2pp | 244.93%-247.6pp |
| Employer contribution / active EE | $2,208 | $2,878-23.3% | $2,722-18.9% | $2,078+6.3% |
| Participant deferral / active EE | $2,991 | $3,079-2.8% | $3,402-12.1% | $3,356-10.9% |
| Admin fee / account holder | $5 | $70-93.3% | $3,590-99.9% | $115-95.9% |