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 |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $33,295 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,929 | $65,557+122.6% | $64,056+127.8% | $71,457+104.2% |
| Participation rate | 96.7% | 73.2%+23.5pp | 72.3%+24.4pp | 67.9%+28.8pp |
| Annual return | 13.17% | 18.94%-5.8pp | 33.69%-20.5pp | 28.85%-15.7pp |
| Employer contribution / active EE | $6,231 | $2,669+133.5% | $2,747+126.9% | $2,588+140.8% |
| Participant deferral / active EE | $8,343 | $3,626+130.1% | $3,880+115.0% | $4,289+94.5% |
| Admin fee / account holder | $127 | $616-79.4% | $3,068-95.9% | $1,587-92.0% |