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 year Service code 15 · EIN 13-1624203 | Recordkeeping | $895 |
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 | $114,815 | $52,467+118.8% | $57,179+100.8% | $55,167+108.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.10% | 7.72%-0.6pp | 14.59%-7.5pp | 169.23%-162.1pp |
| Employer contribution / active EE | $10,579 | $2,477+327.0% | $2,682+294.4% | $1,963+439.1% |
| Participant deferral / active EE | $6,665 | $2,830+135.5% | $3,096+115.3% | $3,054+118.2% |
| Admin fee / account holder | $2 | $269-99.3% | $3,139-99.9% | $504-99.6% |