Filed December 4, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA4 years Service code 25 · EIN 13-1624203 | Directed Trustee | $325 |
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 | $105,801 | $67,984+55.6% | $65,493+61.5% | $74,304+42.4% |
| Participation rate | 46.6% | 66.3%-19.7pp | 73.1%-26.5pp | 60.3%-13.7pp |
| Annual return | 11.61% | 19.87%-8.3pp | 982.45%-970.8pp | 29.43%-17.8pp |
| Employer contribution / active EE | $3,608 | $2,491+44.8% | $2,574+40.2% | $2,241+61.0% |
| Participant deferral / active EE | $6,278 | $3,346+87.6% | $3,961+58.5% | $3,767+66.6% |
| Admin fee / account holder | $1 | $1,373-99.9% | $5,028-100.0% | $2,969-100.0% |