Filed June 14, 2016 (most recent of 3 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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $28,346 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $80 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,348 | $49,227+170.9% | $70,449+89.3% | $79,858+67.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.88% | 30.06%-17.2pp | 109.03%-96.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,358 | $2,099+202.9% | $2,737+132.3% | $2,471+157.3% |
| Participant deferral / active EE | $10,426 | $2,768+276.7% | $3,709+181.1% | $3,740+178.8% |
| Admin fee / account holder | $118 | $2,878-95.9% | $3,845-96.9% | $5,306-97.8% |