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 |
|---|---|---|
WADE SARKIS5 years Service code 13 · EIN 12-8544030 | Contract Administrator | $52,000 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 | Recordkeeping | $22,817 |
TIAA2 years Service code 19 · EIN 13-1624203 | Securities Custodian | $10,955 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,338 | $67,512-22.5% | $185,823-71.8% | $93,030-43.7% |
| Participation rate | 71.8% | 67.1%+4.7pp | 81.7%-9.9pp | 73.9%-2.1pp |
| Annual return | 13.79% | 21.04%-7.2pp | 122.05%-108.3pp | 158.70%-144.9pp |
| Employer contribution / active EE | $1,569 | $1,783-12.0% | $5,167-69.6% | $2,706-42.0% |
| Participant deferral / active EE | $3,161 | $3,035+4.1% | $5,568-43.2% | $4,562-30.7% |
| Admin fee / account holder | $87 | $318-72.5% | $16,237-99.5% | $152-42.4% |