Filed November 6, 2015 (most recent of 4 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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $93,145 |
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 | $82,028 | $70,083+17.0% | $59,878+37.0% | $55,725+47.2% |
| Participation rate | 99.3% | 78.4%+21.0pp | 74.7%+24.6pp | 70.9%+28.5pp |
| Annual return | -3.36% | 3.13%-6.5pp | 3.46%-6.8pp | 244.93%-248.3pp |
| Employer contribution / active EE | $7,162 | $2,878+148.8% | $2,722+163.2% | $2,078+244.7% |
| Participant deferral / active EE | $4,117 | $3,079+33.7% | $3,402+21.0% | $3,356+22.7% |
| Admin fee / account holder | $72 | $70+2.8% | $3,590-98.0% | $115-37.3% |