Filed July 9, 2012
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 |
|---|---|---|
TIAA2+ years Service code 50 · EIN 13-1624203 | Direct Payment | $18,848 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,229 |
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 | $121,252 | $52,467+131.1% | $57,179+112.1% | $55,167+119.8% |
| Participation rate | 87.4% | 75.8%+11.6pp | 75.3%+12.1pp | 69.0%+18.4pp |
| Annual return | 10.98% | 7.72%+3.3pp | 14.59%-3.6pp | 169.23%-158.2pp |
| Employer contribution / active EE | $5,868 | $2,477+136.9% | $2,682+118.7% | $1,963+199.0% |
| Participant deferral / active EE | $7,661 | $2,830+170.7% | $3,096+147.4% | $3,054+150.8% |
| Admin fee / account holder | $76 | $269-71.9% | $3,139-97.6% | $504-85.0% |