Filed August 11, 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 6-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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,063,397 |
Service code 10 · EIN 83-0414789 | Accounting | $5,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,483 | $73,283-46.1% | $155,509-74.6% | $106,382-62.9% |
| Participation rate | 95.6% | 73.3%+22.4pp | 78.2%+17.5pp | 69.9%+25.8pp |
| Annual return | 15.26% | 15.77%-0.5pp | 64.67%-49.4pp | 17.37%-2.1pp |
| Employer contribution / active EE | $3,652 | $2,247+62.5% | $4,672-21.8% | $3,364+8.6% |
| Participant deferral / active EE | $5,638 | $4,580+23.1% | $5,626+0.2% | $5,569+1.2% |
| Admin fee / account holder | $38 | $56-31.7% | $15,912-99.8% | $79-51.6% |