Filed February 13, 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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $175 |
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 | $113,091 | $48,795+131.8% | $65,493+72.7% | $84,808+33.4% |
| Participation rate | 99.0% | 67.0%+32.0pp | 73.1%+25.9pp | 68.3%+30.7pp |
| Annual return | 14.78% | 20.20%-5.4pp | 982.45%-967.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,756 | $1,930+146.5% | $2,574+84.7% | $2,631+80.8% |
| Participant deferral / active EE | $9,148 | $2,928+212.4% | $3,961+131.0% | $4,212+117.2% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |