Filed March 30, 2011
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 10-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 |
|---|---|---|
Filed as: AXA ADVISORS, LLC Service code 16 · EIN 14-3071393 | Consulting | $37,500 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE & ANNUNITY Service code 13 · EIN 13-1624203 | Contract Administrator | $12,874 |
Service code 12 · EIN 13-3689044 | Float revenue; Distribution (12b-1) f... | $10,993 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $436 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,663 | $47,456+4.7% | $172,739-71.2% | $77,787-36.2% |
| Participation rate | 99.3% | 66.3%+33.0pp | 82.6%+16.7pp | 73.2%+26.1pp |
| Annual return | 23.02% | 35.57%-12.6pp | 802.84%-779.8pp | 32.57%-9.6pp |
| Employer contribution / active EE | $2,803 | $1,574+78.1% | $5,143-45.5% | $2,504+11.9% |
| Participant deferral / active EE | $3,888 | $2,560+51.9% | $5,198-25.2% | $3,967-2.0% |
| Admin fee / account holder | $44 | $81-45.1% | $13,954-99.7% | $100-55.6% |