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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $140,000 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,570 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,682 | $46,969+18.5% | $154,107-63.9% | $73,367-24.1% |
| Participation rate | 89.9% | 72.4%+17.5pp | 83.0%+6.9pp | 69.5%+20.4pp |
| Annual return | 76.35% | 821.68%-745.3pp | 735.12%-658.8pp | 173.45%-97.1pp |
| Employer contribution / active EE | $1,518 | $1,723-11.9% | $5,298-71.3% | $2,499-39.2% |
| Participant deferral / active EE | $527 | $3,162-83.3% | $5,081-89.6% | $4,033-86.9% |
| Admin fee / account holder | $10 | $47-78.8% | $13,411-99.9% | $68-85.5% |