Filed May 15, 2013 (most recent of 3 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 9-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 |
|---|---|---|
Filed as: CBIZ TOFIAS Service code 28 · EIN 26-3753134 | Investment Management | $17,584 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,456 |
WELL AND GOOD LLC2 years Service code 28 · EIN 27-0984119 | Investment Management | $7,500 |
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 | $192,064 | $95,542+101.0% | $69,455+176.5% | $67,579+184.2% |
| Participation rate | 98.4% | 79.4%+19.0pp | 74.6%+23.8pp | 71.3%+27.1pp |
| Annual return | 17.18% | 17.67%-0.5pp | 28.97%-11.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $6,614 | $2,989+121.3% | $2,779+138.0% | $2,148+207.9% |
| Participant deferral / active EE | $7,525 | $3,263+130.6% | $3,535+112.8% | $3,539+112.6% |
| Admin fee / account holder | $33 | $90-62.9% | $3,839-99.1% | $142-76.6% |