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 |
|---|---|---|
TIAA3 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 | $68,589 | $95,542-28.2% | $69,455-1.2% | $67,579+1.5% |
| Participation rate | 75.0% | 79.4%-4.3pp | 74.6%+0.4pp | 71.3%+3.8pp |
| Annual return | 16.59% | 17.67%-1.1pp | 28.97%-12.4pp | 378.56%-362.0pp |
| Employer contribution / active EE | $2,179 | $2,989-27.1% | $2,779-21.6% | $2,148+1.4% |
| Participant deferral / active EE | $3,009 | $3,263-7.8% | $3,535-14.9% | $3,539-15.0% |
| Admin fee / account holder | $28 | $90-68.8% | $3,839-99.3% | $142-80.3% |