Filed October 20, 2014
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 |
|---|---|---|
TIAA1+ years Filed as: TIAA - Service code 15 · EIN 13-1624203 | Recordkeeping | $617 |
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 | $108,279 | $51,769+109.2% | $57,343+88.8% | $52,331+106.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.51% | 2.43%-0.9pp | 24.39%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $11,022 | $2,335+372.0% | $2,689+309.9% | $1,882+485.7% |
| Participant deferral / active EE | $6,525 | $2,794+133.5% | $3,162+106.3% | $3,022+115.9% |
| Admin fee / account holder | $1 | $295-99.6% | $3,356-100.0% | $592-99.8% |