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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $697,511 |
AON CONSULTING1 year Filed as: AON HEWITT INVESMENT CONSULTING IN Service code 28 · EIN 36-3109431 | Investment Management | $121,250 |
DANIEL DENNIS & COMPANY LLP8+ years Service code 10 · EIN 04-2734675 | Accounting | $33,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,392 | $83,057+1.6% | $143,757-41.3% | $89,394-5.6% |
| Participation rate | 93.6% | 74.0%+19.6pp | 80.3%+13.3pp | 71.3%+22.3pp |
| Annual return | -15.77% | -13.97%-1.8pp | -0.04%-15.7pp | -11.89%-3.9pp |
| Employer contribution / active EE | $2,629 | $2,095+25.5% | $4,951-46.9% | $3,022-13.0% |
| Participant deferral / active EE | $5,202 | $4,281+21.5% | $5,637-7.7% | $5,123+1.5% |
| Admin fee / account holder | $59 | $83-28.8% | $14,673-99.6% | $79-25.5% |