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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $38,192 |
AEGIS RETIREMENT PARTNERS6 years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $37,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,393 | $83,884-6.5% | $64,056+22.4% | $74,419+5.3% |
| Participation rate | 55.6% | 76.6%-21.0pp | 72.3%-16.7pp | 70.7%-15.1pp |
| Annual return | 8.67% | 16.57%-7.9pp | 33.69%-25.0pp | 34.38%-25.7pp |
| Employer contribution / active EE | $1,661 | $3,084-46.1% | $2,747-39.5% | $2,637-37.0% |
| Participant deferral / active EE | $2,944 | $3,692-20.3% | $3,880-24.1% | $4,528-35.0% |
| Admin fee / account holder | $147 | $196-25.0% | $3,068-95.2% | $348-57.7% |