Filed December 19, 2013 (most recent of 4 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 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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $93,296 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $91,949 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $28,934 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $182,224 | $87,173+109.0% | $59,878+204.3% | $75,289+142.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.7%+25.3pp | 72.4%+27.6pp |
| Annual return | -3.57% | -2.14%-1.4pp | 3.46%-7.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $17,625 | $3,473+407.4% | $2,722+547.6% | $2,405+632.8% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $25 | $75-66.0% | $3,590-99.3% | $102-75.2% |