Filed November 2, 2010 (most recent of 3 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,938 | $96,018+30.1% | $65,493+90.8% | $85,563+46.0% |
| Participation rate | 69.7% | 74.8%-5.1pp | 73.1%-3.4pp | 66.0%+3.8pp |
| Annual return | 9.91% | 14.51%-4.6pp | 982.45%-972.5pp | 31.51%-21.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,130 | $4,055-22.8% | $3,961-21.0% | $4,375-28.5% |
| Admin fee / account holder | $46 | $271-83.0% | $5,028-99.1% | $834-94.5% |