Filed December 2, 2011
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 |
|---|---|---|
TIAA8 years Service code 99 · EIN 13-1624203 | Other Fees | $12,070 |
Filed as: FIDELITY INV INSTL OPS CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,073 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,901 | $48,230+683.5% | $67,502+459.8% | $80,856+367.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 10.81% | 18.28%-7.5pp | 3512.12%-3501.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $19,940 | $2,020+887.3% | $2,731+630.2% | $2,755+623.8% |
| Participant deferral / active EE | $2,903 | $2,924-0.7% | $4,000-27.4% | $4,296-32.4% |
| Admin fee / account holder | $17 | $3,681-99.5% | $3,998-99.6% | $6,918-99.8% |