Filed June 26, 2012 (most recent of 5 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 |
|---|---|---|
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $77,963 |
WADE SARKIS4 years Service code 13 · EIN 12-8544030 | Contract Administrator | $39,000 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 | Recordkeeping | $25,031 |
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 | $45,095 | $56,095-19.6% | $178,490-74.7% | $90,288-50.1% |
| Participation rate | 79.9% | 65.6%+14.4pp | 81.9%-2.0pp | 73.4%+6.6pp |
| Annual return | 18.08% | 28.81%-10.7pp | 151.07%-133.0pp | 53.97%-35.9pp |
| Employer contribution / active EE | $1,462 | $1,572-7.1% | $5,011-70.8% | $2,524-42.1% |
| Participant deferral / active EE | $2,831 | $2,669+6.1% | $5,202-45.6% | $4,232-33.1% |
| Admin fee / account holder | $73 | $101-27.6% | $13,984-99.5% | $114-36.1% |