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 |
|---|---|---|
TIAA3 years Service code 28 · EIN 13-1624203 | Investment Management | $27,177 |
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 | $117,918 | $60,795+94.0% | $69,455+69.8% | $65,185+80.9% |
| Participation rate | 98.6% | 74.9%+23.7pp | 74.6%+23.9pp | 70.2%+28.4pp |
| Annual return | 16.98% | 17.46%-0.5pp | 28.97%-12.0pp | 29.38%-12.4pp |
| Employer contribution / active EE | $5,107 | $2,452+108.3% | $2,779+83.8% | $2,177+134.6% |
| Participant deferral / active EE | $6,033 | $3,162+90.8% | $3,535+70.7% | $3,514+71.7% |
| Admin fee / account holder | $106 | $314-66.2% | $3,839-97.2% | $847-87.5% |