Filed September 15, 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,826 | $56,317+301.0% | $71,209+217.1% | $74,304+203.9% |
| Participation rate | 98.3% | 55.1%+43.2pp | 73.8%+24.5pp | 60.3%+37.9pp |
| Annual return | 16.30% | 42.83%-26.5pp | 282.51%-266.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $10,069 | $2,160+366.1% | $2,721+270.0% | $2,241+349.3% |
| Participant deferral / active EE | $10,637 | $2,788+281.5% | $4,175+154.8% | $3,767+182.3% |
| Admin fee / account holder | $4 | $2,290-99.8% | $5,349-99.9% | $2,969-99.9% |