Filed February 11, 2011 (most recent of 2 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 |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $69,049 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $210,419 | $67,984+209.5% | $65,493+221.3% | $74,304+183.2% |
| Participation rate | 98.1% | 66.3%+31.8pp | 73.1%+25.0pp | 60.3%+37.7pp |
| Annual return | 15.58% | 19.87%-4.3pp | 982.45%-966.9pp | 29.43%-13.9pp |
| Employer contribution / active EE | $5,658 | $2,491+127.1% | $2,574+119.8% | $2,241+152.5% |
| Participant deferral / active EE | $7,975 | $3,346+138.3% | $3,961+101.3% | $3,767+111.7% |
| Admin fee / account holder | $306 | $1,373-77.7% | $5,028-93.9% | $2,969-89.7% |