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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $130,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,911 | $94,833+28.6% | $75,696+61.1% | $86,799+40.5% |
| Participation rate | 97.1% | 79.1%+18.0pp | 74.8%+22.3pp | 72.3%+24.8pp |
| Annual return | 12.81% | 16.91%-4.1pp | 104.53%-91.7pp | 97.91%-85.1pp |
| Employer contribution / active EE | $6,573 | $2,904+126.3% | $2,743+139.7% | $2,405+173.3% |
| Participant deferral / active EE | $5,290 | $3,632+45.6% | $3,821+38.4% | $4,131+28.1% |
| Admin fee / account holder | $101 | $109-6.9% | $3,619-97.2% | $170-40.3% |