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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $42,320 |
AEGIS RETIREMENT PARTNERS7 years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $36,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,129 | $91,762-8.3% | $67,502+24.6% | $77,643+8.4% |
| Participation rate | 54.0% | 75.9%-21.9pp | 72.9%-18.9pp | 70.6%-16.6pp |
| Annual return | 11.69% | 14.87%-3.2pp | 3512.12%-3500.4pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,730 | $3,181-45.6% | $2,731-36.7% | $2,726-36.5% |
| Participant deferral / active EE | $3,244 | $3,903-16.9% | $4,000-18.9% | $4,647-30.2% |
| Admin fee / account holder | $156 | $176-11.4% | $3,998-96.1% | $430-63.8% |