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 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 |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,591 | $56,095-56.2% | $178,490-86.2% | $90,288-72.8% |
| Participation rate | 94.0% | 65.6%+28.5pp | 81.9%+12.1pp | 73.4%+20.7pp |
| Annual return | 32.64% | 28.81%+3.8pp | 151.07%-118.4pp | 53.97%-21.3pp |
| Employer contribution / active EE | $1,494 | $1,572-5.0% | $5,011-70.2% | $2,524-40.8% |
| Participant deferral / active EE | $8,690 | $2,669+225.6% | $5,202+67.1% | $4,232+105.3% |
| Admin fee / account holder | $19 | $101-81.5% | $13,984-99.9% | $114-83.7% |