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 | $47,815 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,198 | $56,095-76.5% | $178,490-92.6% | $90,288-85.4% |
| Participation rate | 91.9% | 65.6%+26.3pp | 81.9%+10.0pp | 73.4%+18.5pp |
| Annual return | 34.98% | 28.81%+6.2pp | 151.07%-116.1pp | 53.97%-19.0pp |
| Employer contribution / active EE | $2,111 | $1,572+34.3% | $5,011-57.9% | $2,524-16.4% |
| Participant deferral / active EE | $3,959 | $2,669+48.3% | $5,202-23.9% | $4,232-6.5% |
| Admin fee / account holder | $25 | $101-75.1% | $13,984-99.8% | $114-78.0% |