Filed March 23, 2014
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 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,571 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,059 | $57,281-2.1% | $86,612-35.3% | $75,163-25.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.64% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,527 | $2,314-34.0% | $3,022-49.5% | $2,670-42.8% |
| Participant deferral / active EE | $4,666 | $3,318+40.6% | $4,438+5.1% | $4,125+13.1% |
| Admin fee / account holder | $39 | $4,112-99.1% | $5,614-99.3% | $5,651-99.3% |