Filed August 28, 2018 (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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,974 |
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 | $170,693 | $65,322+161.3% | $70,449+142.3% | $73,488+132.3% |
| Participation rate | 99.4% | 77.0%+22.4pp | 75.1%+24.3pp | 70.7%+28.7pp |
| Annual return | 14.80% | 15.71%-0.9pp | 109.03%-94.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $6,972 | $2,460+183.4% | $2,737+154.8% | $2,270+207.1% |
| Participant deferral / active EE | $8,217 | $3,375+143.5% | $3,709+121.6% | $3,740+119.7% |
| Admin fee / account holder | $5 | $214-97.8% | $3,845-99.9% | $513-99.1% |