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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
TIAA4+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $150 |
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 | $60,884 | $87,173-30.2% | $59,878+1.7% | $75,289-19.1% |
| Participation rate | 42.5% | 74.5%-31.9pp | 74.7%-32.2pp | 72.4%-29.9pp |
| Annual return | -3.57% | -2.14%-1.4pp | 3.46%-7.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $643 | $3,473-81.5% | $2,722-76.4% | $2,405-73.3% |
| Participant deferral / active EE | $1,983 | $3,379-41.3% | $3,402-41.7% | $3,739-47.0% |
| Admin fee / account holder | $1 | $75-98.9% | $3,590-100.0% | $102-99.2% |