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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,145 | $58,208+23.9% | $81,812-11.8% | $80,856-10.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.53% | 41.66%-25.1pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,032 | $2,340-13.2% | $2,912-30.2% | $2,755-26.2% |
| Participant deferral / active EE | $4,813 | $3,281+46.7% | $4,319+11.5% | $4,296+12.0% |
| Admin fee / account holder | $55 | $4,981-98.9% | $7,386-99.3% | $6,918-99.2% |