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 |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $13,593 |
Filed as: FIDELITY INV INSTIT OPER CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,450 |
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 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 | $300,131 | $57,976+417.7% | $62,995+376.4% | $62,292+381.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.88% | 17.54%-4.7pp | 87.57%-74.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $13,276 | $2,415+449.8% | $2,759+381.2% | $2,042+550.1% |
| Participant deferral / active EE | $2,689 | $2,956-9.0% | $3,329-19.2% | $3,169-15.1% |
| Admin fee / account holder | $13 | $276-95.2% | $3,600-99.6% | $479-97.2% |