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 |
|---|---|---|
TIAA6 years Service code 28 · EIN 13-1624203 | Investment Management | $31,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,863 | $60,989+103.1% | $60,874+103.5% | $66,914+85.1% |
| Participation rate | 97.7% | 74.5%+23.3pp | 73.1%+24.6pp | 69.8%+27.9pp |
| Annual return | -11.70% | -9.60%-2.1pp | 16.90%-28.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $5,841 | $2,661+119.5% | $2,701+116.2% | $2,544+129.6% |
| Participant deferral / active EE | $7,737 | $3,615+114.0% | $3,817+102.7% | $4,237+82.6% |
| Admin fee / account holder | $115 | $338-65.9% | $3,224-96.4% | $593-80.6% |