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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,226 |
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 | $135,067 | $57,976+133.0% | $62,995+114.4% | $62,292+116.8% |
| Participation rate | 97.7% | 75.9%+21.8pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 14.73% | 17.54%-2.8pp | 87.57%-72.8pp | 28.90%-14.2pp |
| Employer contribution / active EE | $9,499 | $2,415+293.4% | $2,759+244.3% | $2,042+365.1% |
| Participant deferral / active EE | $6,829 | $2,956+131.0% | $3,329+105.1% | $3,169+115.5% |
| Admin fee / account holder | $3 | $276-99.1% | $3,600-99.9% | $479-99.5% |