Filed January 31, 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 |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,710 | $60,989+55.3% | $60,874+55.6% | $66,914+41.5% |
| Participation rate | 98.0% | 74.5%+23.5pp | 73.1%+24.9pp | 69.8%+28.2pp |
| Annual return | -10.59% | -9.60%-1.0pp | 16.90%-27.5pp | 1.58%-12.2pp |
| Employer contribution / active EE | $4,001 | $2,661+50.4% | $2,701+48.1% | $2,544+57.3% |
| Participant deferral / active EE | $3,920 | $3,615+8.4% | $3,817+2.7% | $4,237-7.5% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |