Filed March 14, 2018
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 15 · EIN 35-0145825 | Recordkeeping | $15,952 |
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,344 | $55,453+14.2% | $170,442-62.8% | $62,292+1.7% |
| Participation rate | 24.9% | 66.4%-41.5pp | 83.6%-58.7pp | 69.5%-44.6pp |
| Annual return | 11.70% | 21.38%-9.7pp | 205.93%-194.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $463 | $2,164-78.6% | $5,433-91.5% | $2,042-77.3% |
| Participant deferral / active EE | $818 | $2,303-64.5% | $4,939-83.4% | $3,169-74.2% |
| Admin fee / account holder | $13 | $455-97.1% | $13,880-99.9% | $479-97.3% |