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 |
|---|---|---|
TIAA2 years Service code 28 · EIN 13-1624203 | Investment Management | $20,406 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,208 | $55,002+94.9% | $59,878+79.0% | $56,287+90.5% |
| Participation rate | 97.8% | 75.9%+21.9pp | 74.7%+23.1pp | 69.9%+28.0pp |
| Annual return | -3.40% | 1.13%-4.5pp | 3.46%-6.9pp | -9.96%+6.6pp |
| Employer contribution / active EE | $4,986 | $2,448+103.7% | $2,722+83.2% | $2,111+136.2% |
| Participant deferral / active EE | $6,132 | $3,121+96.5% | $3,402+80.3% | $3,350+83.1% |
| Admin fee / account holder | $84 | $236-64.2% | $3,590-97.7% | $521-83.8% |