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 |
|---|---|---|
TIAA5 years Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $132,218 |
WADE SARKIS8 years Service code 13 · EIN 12-8544030 475 N MAIN ST · CANANDAIGUA, NV 144241283 | Contract Administrator | $56,000 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 6500 SHERIDAN DRIVE SUITE 110 · AMHERST, NY 14221 | Recordkeeping | $29,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,777 | $53,136-6.3% | $155,509-68.0% | $199,593-75.1% |
| Participation rate | 96.6% | 64.1%+32.5pp | 78.2%+18.4pp | 72.0%+24.6pp |
| Annual return | 12.04% | 41.15%-29.1pp | 64.67%-52.6pp | 34.25%-22.2pp |
| Employer contribution / active EE | $1,716 | $1,851-7.3% | $4,672-63.3% | $3,034-43.4% |
| Participant deferral / active EE | $3,451 | $3,161+9.2% | $5,626-38.7% | $5,087-32.2% |
| Admin fee / account holder | $94 | $185-49.4% | $15,912-99.4% | $269-65.1% |