Filed March 27, 2014 (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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $23,194 |
MCGUIRE WOODS1 year Service code 29 · EIN 54-0505857 800 E CANAL STREET · RICHMOND, VA 232193956 | Legal | $6,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,608 | $84,948-3.9% | $70,449+15.8% | $73,409+11.2% |
| Participation rate | 96.7% | 79.9%+16.7pp | 75.1%+21.6pp | 72.2%+24.5pp |
| Annual return | 3.92% | 13.39%-9.5pp | 109.03%-105.1pp | 59.29%-55.4pp |
| Employer contribution / active EE | $2,837 | $2,834+0.1% | $2,737+3.7% | $2,234+27.0% |
| Participant deferral / active EE | $2,852 | $3,387-15.8% | $3,709-23.1% | $3,805-25.1% |
| Admin fee / account holder | $57 | $98-41.4% | $3,845-98.5% | $158-63.6% |