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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,274 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,306 | $56,485-37.5% | $185,823-81.0% | $86,799-59.3% |
| Participation rate | 94.4% | 65.5%+28.9pp | 81.7%+12.7pp | 72.3%+22.1pp |
| Annual return | 11.78% | 118.04%-106.3pp | 122.05%-110.3pp | 97.91%-86.1pp |
| Employer contribution / active EE | $1,439 | $1,843-21.9% | $5,167-72.1% | $2,405-40.2% |
| Participant deferral / active EE | $8,497 | $2,553+232.8% | $5,568+52.6% | $4,131+105.7% |
| Admin fee / account holder | $23 | $150-84.6% | $16,237-99.9% | $170-86.4% |