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 |
|---|---|---|
TIAA5 years Service code 28 · EIN 13-1624203 | Investment Management | $32,234 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,450 | $74,706+94.7% | $75,696+92.2% | $79,386+83.2% |
| Participation rate | 97.0% | 75.3%+21.7pp | 74.8%+22.2pp | 70.7%+26.3pp |
| Annual return | 11.82% | 18.52%-6.7pp | 104.53%-92.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $5,735 | $2,590+121.4% | $2,743+109.1% | $2,427+136.2% |
| Participant deferral / active EE | $7,143 | $3,533+102.2% | $3,821+86.9% | $4,046+76.6% |
| Admin fee / account holder | $122 | $374-67.4% | $3,619-96.6% | $626-80.5% |