Filed August 7, 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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,988 | $67,984+98.6% | $65,493+106.1% | $74,304+81.7% |
| Participation rate | 97.0% | 66.3%+30.7pp | 73.1%+23.9pp | 60.3%+36.7pp |
| Annual return | 13.77% | 19.87%-6.1pp | 982.45%-968.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,971 | $2,491+19.3% | $2,574+15.4% | $2,241+32.6% |
| Participant deferral / active EE | $4,714 | $3,346+40.9% | $3,961+19.0% | $3,767+25.1% |
| Admin fee / account holder | $2 | $1,373-99.9% | $5,028-100.0% | $2,969-99.9% |