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 |
|---|---|---|
TIAA4 years Service code 28 · EIN 13-1624203 | Investment Management | $24,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,601 | $65,322+101.5% | $70,449+86.8% | $73,488+79.1% |
| Participation rate | 96.7% | 77.0%+19.8pp | 75.1%+21.7pp | 70.7%+26.1pp |
| Annual return | 11.16% | 15.71%-4.6pp | 109.03%-97.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $6,026 | $2,460+145.0% | $2,737+120.2% | $2,270+165.5% |
| Participant deferral / active EE | $7,137 | $3,375+111.5% | $3,709+92.4% | $3,740+90.9% |
| Admin fee / account holder | $94 | $214-56.1% | $3,845-97.6% | $513-81.7% |