Filed January 1, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $826,611 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $230,000 |
DANIEL DENNIS & COMPANY LLP10+ years Service code 10 · EIN 04-2734675 | Accounting | $16,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,104 | $73,283+14.8% | $155,509-45.9% | $106,382-20.9% |
| Participation rate | 92.5% | 73.3%+19.3pp | 78.2%+14.4pp | 69.9%+22.7pp |
| Annual return | 16.43% | 15.77%+0.7pp | 64.67%-48.2pp | 17.37%-0.9pp |
| Employer contribution / active EE | $2,118 | $2,247-5.8% | $4,672-54.7% | $3,364-37.0% |
| Participant deferral / active EE | $4,449 | $4,580-2.9% | $5,626-20.9% | $5,569-20.1% |
| Admin fee / account holder | $53 | $56-4.8% | $15,912-99.7% | $79-32.6% |