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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,608 |
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 | $158,024 | $48,230+227.6% | $67,502+134.1% | $80,856+95.4% |
| Participation rate | 94.6% | 66.4%+28.3pp | 72.9%+21.8pp | 67.6%+27.0pp |
| Annual return | 13.16% | 18.28%-5.1pp | 3512.12%-3499.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $7,614 | $2,020+277.0% | $2,731+178.8% | $2,755+176.4% |
| Participant deferral / active EE | $9,679 | $2,924+231.1% | $4,000+142.0% | $4,296+125.3% |
| Admin fee / account holder | $160 | $3,681-95.6% | $3,998-96.0% | $6,918-97.7% |