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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $48,600 |
AEGIS RETIREMENT PARTNERS8 years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $35,989 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,629 | $96,018-10.8% | $65,493+30.7% | $85,563+0.1% |
| Participation rate | 55.7% | 74.8%-19.1pp | 73.1%-17.4pp | 66.0%-10.3pp |
| Annual return | 10.30% | 14.51%-4.2pp | 982.45%-972.1pp | 31.51%-21.2pp |
| Employer contribution / active EE | $2,024 | $3,235-37.4% | $2,574-21.4% | $2,654-23.7% |
| Participant deferral / active EE | $3,706 | $4,055-8.6% | $3,961-6.5% | $4,375-15.3% |
| Admin fee / account holder | $166 | $271-38.6% | $5,028-96.7% | $834-80.1% |