Filed September 27, 2010 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $153,465 |
MMA SECURITIES LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $49,500 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $30,450 |
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 | $178,217 | $91,762+94.2% | $67,502+164.0% | $77,643+129.5% |
| Participation rate | 79.3% | 75.9%+3.4pp | 72.9%+6.4pp | 70.6%+8.8pp |
| Annual return | 12.65% | 14.87%-2.2pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $6,858 | $3,181+115.6% | $2,731+151.1% | $2,726+151.6% |
| Participant deferral / active EE | $4,882 | $3,903+25.1% | $4,000+22.1% | $4,647+5.1% |
| Admin fee / account holder | $128 | $176-27.4% | $3,998-96.8% | $430-70.3% |