Filed December 28, 2010
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 5-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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 38 730 THIRD AVE. · NEW YORK, NY 100173206 | Participant Communication | $178,154 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $29,136 |
PENSERV PLAN SERVICES, INC.3 years Filed as: PENSERV PLAN SERVICES LLC Service code 15 | Recordkeeping | $26,794 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 72-1625348 | Advisory (Participants) | $11,752 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA EQUITABLE Service code 28 · EIN 13-5770651 | Investment Management | $6,800 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 22-3483675 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 96-6305075 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $202,318-100.0% | $172,739-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.4%-82.4pp |
| Annual return | -94.07% | 1029.65%-1123.7pp | 802.84%-896.9pp | 345.32%-439.4pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |