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 | $3,331 |
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,069 | $105,581-26.1% | $70,449+10.8% | $90,288-13.5% |
| Participation rate | 48.8% | 77.5%-28.7pp | 75.1%-26.2pp | 73.4%-24.5pp |
| Annual return | 15.58% | 14.78%+0.8pp | 109.03%-93.4pp | 53.97%-38.4pp |
| Employer contribution / active EE | $1,120 | $3,304-66.1% | $2,737-59.1% | $2,524-55.6% |
| Participant deferral / active EE | $2,694 | $3,813-29.3% | $3,709-27.4% | $4,232-36.3% |
| Admin fee / account holder | $3 | $68-95.2% | $3,845-99.9% | $114-97.2% |