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 | $600 |
TIAA5+ 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 | $69,026 | $204,517-66.2% | $69,455-0.6% | $77,787-11.3% |
| Participation rate | 38.8% | 74.6%-35.8pp | 74.6%-35.8pp | 73.2%-34.4pp |
| Annual return | 19.08% | 22.10%-3.0pp | 28.97%-9.9pp | 32.57%-13.5pp |
| Employer contribution / active EE | $766 | $3,548-78.4% | $2,779-72.4% | $2,504-69.4% |
| Participant deferral / active EE | $2,028 | $3,478-41.7% | $3,535-42.7% | $3,967-48.9% |
| Admin fee / account holder | $1 | $101-99.4% | $3,839-100.0% | $100-99.4% |