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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $2,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $188 |
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 | $69,579 | $92,091-24.4% | $62,995+10.5% | $77,958-10.7% |
| Participation rate | 37.5% | 74.5%-36.9pp | 74.8%-37.3pp | 71.6%-34.1pp |
| Annual return | 16.59% | 16.23%+0.4pp | 87.57%-71.0pp | 20.87%-4.3pp |
| Employer contribution / active EE | $449 | $3,424-86.9% | $2,759-83.7% | $2,310-80.6% |
| Participant deferral / active EE | $1,781 | $3,361-47.0% | $3,329-46.5% | $3,537-49.6% |
| Admin fee / account holder | $3 | $48-93.0% | $3,600-99.9% | $97-96.6% |