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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $693,518 |
AON CONSULTING3 years Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $112,000 |
DANIEL DENNIS & COMPANY LLP6+ years Service code 10 · EIN 04-2734675 | Accounting | $65,690 |
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 | $103,352 | $63,259+63.4% | $178,490-42.1% | $93,223+10.9% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.9%+17.6pp | 74.9%+24.6pp |
| Annual return | 14.44% | 19.93%-5.5pp | 151.07%-136.6pp | 19.29%-4.8pp |
| Employer contribution / active EE | $2,889 | $1,865+54.9% | $5,011-42.3% | $2,680+7.8% |
| Participant deferral / active EE | $5,161 | $3,372+53.0% | $5,202-0.8% | $4,563+13.1% |
| Admin fee / account holder | $74 | $58+27.2% | $13,984-99.5% | $79-6.8% |