Filed September 8, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $38,945 |
OPPENHEIMER6 years Filed as: OPPENHEIMER & CO. INC Service code 51 · EIN 13-5657518 | Investment Mgmt Fees | $32,841 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,831 | $91,621-24.9% | $67,511+2.0% | $77,671-11.4% |
| Participation rate | 96.2% | 76.0%+20.3pp | 72.9%+23.3pp | 70.6%+25.7pp |
| Annual return | 10.76% | 14.87%-4.1pp | 3517.41%-3506.7pp | 31.21%-20.5pp |
| Employer contribution / active EE | $2,030 | $3,184-36.2% | $2,733-25.7% | $2,726-25.5% |
| Participant deferral / active EE | $2,893 | $3,906-25.9% | $4,000-27.7% | $4,648-37.8% |
| Admin fee / account holder | $85 | $176-51.9% | $3,999-97.9% | $430-80.3% |