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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $612,403 |
AON CONSULTING2 years Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $112,000 |
DANIEL DENNIS & COMPANY LLP5+ years Service code 28 · EIN 04-2734675 | Investment Management | $14,640 |
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 | $96,773 | $53,565+80.7% | $172,739-44.0% | $82,204+17.7% |
| Participation rate | 98.4% | 69.6%+28.7pp | 82.6%+15.7pp | 73.4%+25.0pp |
| Annual return | 21.05% | 31.42%-10.4pp | 802.84%-781.8pp | 26.31%-5.3pp |
| Employer contribution / active EE | $2,786 | $1,857+50.1% | $5,143-45.8% | $2,707+2.9% |
| Participant deferral / active EE | $4,860 | $3,006+61.7% | $5,198-6.5% | $4,246+14.5% |
| Admin fee / account holder | $70 | $61+13.7% | $13,954-99.5% | $76-7.7% |