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 |
|---|---|---|
TIAA4 years Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $108,737 |
WADE SARKIS7 years Service code 13 · EIN 12-8544030 475 N MAIN ST · CANANDAIGUA, NV 144241283 | Contract Administrator | $32,000 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 6500 SHERIDAN DRIVE SUITE 110 · AMHERST, NY 14221 | Recordkeeping | $27,757 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,877 | $50,127-6.5% | $149,673-68.7% | $80,160-41.5% |
| Participation rate | 97.8% | 64.3%+33.5pp | 78.8%+19.1pp | 72.9%+24.9pp |
| Annual return | 18.22% | 29.82%-11.6pp | 134.42%-116.2pp | 40.38%-22.2pp |
| Employer contribution / active EE | $1,600 | $1,865-14.2% | $4,818-66.8% | $2,978-46.3% |
| Participant deferral / active EE | $3,215 | $3,194+0.7% | $5,680-43.4% | $5,017-35.9% |
| Admin fee / account holder | $70 | $153-54.2% | $13,210-99.5% | $145-51.8% |