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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $89,448 |
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 | $95,311 | $95,542-0.2% | $69,455+37.2% | $67,579+41.0% |
| Participation rate | 98.9% | 79.4%+19.5pp | 74.6%+24.3pp | 71.3%+27.6pp |
| Annual return | 17.88% | 17.67%+0.2pp | 28.97%-11.1pp | 378.56%-360.7pp |
| Employer contribution / active EE | $6,973 | $2,989+133.3% | $2,779+150.9% | $2,148+224.6% |
| Participant deferral / active EE | $4,084 | $3,263+25.2% | $3,535+15.5% | $3,539+15.4% |
| Admin fee / account holder | $68 | $90-23.8% | $3,839-98.2% | $142-51.9% |