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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $104,411 |
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 | $105,522 | $84,948+24.2% | $70,449+49.8% | $73,409+43.7% |
| Participation rate | 99.2% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+27.0pp |
| Annual return | 13.84% | 13.39%+0.5pp | 109.03%-95.2pp | 59.29%-45.5pp |
| Employer contribution / active EE | $6,126 | $2,834+116.2% | $2,737+123.9% | $2,234+174.3% |
| Participant deferral / active EE | $4,418 | $3,387+30.4% | $3,709+19.1% | $3,805+16.1% |
| Admin fee / account holder | $78 | $98-20.6% | $3,845-98.0% | $158-50.7% |