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 |
|---|---|---|
TIAA3 years Service code 19 · EIN 13-1624203 | Securities Custodian | $98,240 |
WADE SARKIS6 years Service code 13 · EIN 12-8544030 | Contract Administrator | $52,000 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 | Recordkeeping | $25,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,210 | $45,000-10.6% | $143,757-72.0% | $77,904-48.4% |
| Participation rate | 77.8% | 66.8%+10.9pp | 80.3%-2.5pp | 73.7%+4.1pp |
| Annual return | -16.23% | 29.03%-45.3pp | -0.04%-16.2pp | 12.21%-28.4pp |
| Employer contribution / active EE | $1,655 | $1,870-11.5% | $4,951-66.6% | $2,848-41.9% |
| Participant deferral / active EE | $3,259 | $3,157+3.3% | $5,637-42.2% | $4,806-32.2% |
| Admin fee / account holder | $71 | $98-27.8% | $14,673-99.5% | $133-46.4% |