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 |
|---|---|---|
TIAA3+ years Service code 50 · EIN 13-1624203 | Direct Payment | $22,528 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
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 | $134,808 | $57,976+132.5% | $62,995+114.0% | $62,292+116.4% |
| Participation rate | 83.7% | 75.9%+7.7pp | 74.8%+8.9pp | 69.5%+14.2pp |
| Annual return | 18.84% | 17.54%+1.3pp | 87.57%-68.7pp | 28.90%-10.1pp |
| Employer contribution / active EE | $6,153 | $2,415+154.8% | $2,759+123.0% | $2,042+201.3% |
| Participant deferral / active EE | $8,342 | $2,956+182.2% | $3,329+150.6% | $3,169+163.2% |
| Admin fee / account holder | $85 | $276-69.2% | $3,600-97.6% | $479-82.3% |