Filed June 11, 2013
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 |
|---|---|---|
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other fees; Securities brokerage | $17,267 |
Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $7,983 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $6,720 |
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $6,006 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE Service code 33 · EIN 04-3496225 | Securities brokerage; Other fees | $680 |
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 | $82,555 | $55,002+50.1% | $59,878+37.9% | $56,287+46.7% |
| Participation rate | 93.7% | 75.9%+17.8pp | 74.7%+19.0pp | 69.9%+23.8pp |
| Annual return | 8.30% | 1.13%+7.2pp | 3.46%+4.8pp | -9.96%+18.3pp |
| Employer contribution / active EE | $4,067 | $2,448+66.2% | $2,722+49.4% | $2,111+92.7% |
| Participant deferral / active EE | $5,380 | $3,121+72.4% | $3,402+58.1% | $3,350+60.6% |
| Admin fee / account holder | $42 | $236-82.3% | $3,590-98.8% | $521-92.0% |