Filed January 1, 2012
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 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $46,215 |
WISS & COMPANY, LLP1 year Filed as: WISS AND COMPANY, LLC Service code 10 · EIN 22-1732349 354 EISENHOWER PKWY · LIVINGSTON, NJ 100173206 | Accounting | $17,250 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 1710 ADAMS ST. · MADISON, WI 537112142 | Advisory (Plan) | $10,700 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,195 | $60,989+149.5% | $60,874+150.0% | $66,914+127.4% |
| Participation rate | 98.7% | 74.5%+24.3pp | 73.1%+25.6pp | 69.8%+28.9pp |
| Annual return | -13.15% | -9.60%-3.5pp | 16.90%-30.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $4,733 | $2,661+77.9% | $2,701+75.2% | $2,544+86.0% |
| Participant deferral / active EE | $4,909 | $3,615+35.8% | $3,817+28.6% | $4,237+15.9% |
| Admin fee / account holder | $292 | $338-13.8% | $3,224-90.9% | $593-50.8% |