Filed January 4, 2016
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 | $2,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $60,746 | $85,199-28.7% | $57,179+6.2% | $63,975-5.0% |
| Participation rate | 36.7% | 74.0%-37.4pp | 75.3%-38.7pp | 71.1%-34.5pp |
| Annual return | 8.17% | 10.43%-2.3pp | 14.59%-6.4pp | 48.65%-40.5pp |
| Employer contribution / active EE | $252 | $3,446-92.7% | $2,682-90.6% | $2,182-88.4% |
| Participant deferral / active EE | $1,611 | $3,109-48.2% | $3,096-48.0% | $3,356-52.0% |
| Admin fee / account holder | $3 | $39-92.6% | $3,139-99.9% | $70-95.9% |