Filed June 29, 2016
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 | $2,140 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,011 | $84,948+214.3% | $70,449+279.0% | $73,409+263.7% |
| Participation rate | 98.9% | 79.9%+18.9pp | 75.1%+23.8pp | 72.2%+26.7pp |
| Annual return | 11.65% | 13.39%-1.7pp | 109.03%-97.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $5,940 | $2,834+109.6% | $2,737+117.1% | $2,234+166.0% |
| Participant deferral / active EE | $7,163 | $3,387+111.5% | $3,709+93.2% | $3,805+88.2% |
| Admin fee / account holder | $3 | $98-96.6% | $3,845-99.9% | $158-97.9% |