Filed January 23, 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 |
|---|---|---|
TIAA1 year Service code 28 · EIN 13-1624203 | Investment Management | $5,716 |
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 | $114,349 | $57,976+97.2% | $62,995+81.5% | $62,292+83.6% |
| Participation rate | 97.3% | 75.9%+21.3pp | 74.8%+22.5pp | 69.5%+27.8pp |
| Annual return | 13.32% | 17.54%-4.2pp | 87.57%-74.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $4,630 | $2,415+91.7% | $2,759+67.8% | $2,042+126.7% |
| Participant deferral / active EE | $5,880 | $2,956+98.9% | $3,329+76.6% | $3,169+85.5% |
| Admin fee / account holder | $24 | $276-91.3% | $3,600-99.3% | $479-95.0% |