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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $79,009 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $74,126 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $21,508 |
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 | $232,920 | $105,581+120.6% | $70,449+230.6% | $90,288+158.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.1%+24.9pp | 73.4%+26.6pp |
| Annual return | 12.28% | 14.78%-2.5pp | 109.03%-96.8pp | 53.97%-41.7pp |
| Employer contribution / active EE | $17,660 | $3,304+434.5% | $2,737+545.3% | $2,524+599.6% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,709-100.0% | $4,232-100.0% |
| Admin fee / account holder | $21 | $68-69.5% | $3,845-99.5% | $114-81.9% |