Filed January 28, 2013 (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 |
|---|---|---|
TIAA7+ years Filed as: TIAA-TEACHERS INS & ASSOC OF AMERIC Service code 50 · EIN 13-1624203 | Direct Payment | $46,867 |
Service code 99 · EIN 20-4751585 | Other Fees | $33,598 |
Filed as: MEYERS BROTHERS KALICKA P.C. Service code 99 · EIN 04-2713795 | Other Fees | $15,200 |
Filed as: THE ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $1,669 |
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 | $99,633 | $60,989+63.4% | $60,874+63.7% | $66,914+48.9% |
| Participation rate | 87.6% | 74.5%+13.1pp | 73.1%+14.5pp | 69.8%+17.8pp |
| Annual return | -13.28% | -9.60%-3.7pp | 16.90%-30.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $6,393 | $2,661+140.3% | $2,701+136.7% | $2,544+151.3% |
| Participant deferral / active EE | $4,994 | $3,615+38.2% | $3,817+30.8% | $4,237+17.9% |
| Admin fee / account holder | $175 | $338-48.3% | $3,224-94.6% | $593-70.5% |