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 |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $69,456 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $64,953 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,274 | $105,581+25.3% | $70,449+87.8% | $90,288+46.5% |
| Participation rate | 74.5% | 77.5%-3.1pp | 75.1%-0.6pp | 73.4%+1.1pp |
| Annual return | 16.16% | 14.78%+1.4pp | 109.03%-92.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,403 | $3,813+67.9% | $3,709+72.7% | $4,232+51.3% |
| Admin fee / account holder | $21 | $68-69.0% | $3,845-99.5% | $114-81.6% |