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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $173,775 |
Filed as: TORRILLO & ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $16,200 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,606 | $52,346-53.0% | $143,757-82.9% | $78,044-68.5% |
| Participation rate | 95.9% | 72.7%+23.2pp | 80.3%+15.6pp | 74.4%+21.4pp |
| Annual return | -9.60% | -14.19%+4.6pp | -0.04%-9.6pp | 10.87%-20.5pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $19 | $63-70.7% | $14,673-99.9% | $79-76.5% |