Filed May 15, 2013 (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 |
|---|---|---|
TIAA7+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $65,933 |
Filed as: ONEDIGITAL RETIREMENT AND WEALTH Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,822 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,346 |
BBD, LLP2 years Service code 10 · EIN 23-2896692 | Accounting | $13,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,716 | $60,989+127.4% | $60,874+127.9% | $66,914+107.3% |
| Participation rate | 76.0% | 74.5%+1.5pp | 73.1%+2.9pp | 69.8%+6.2pp |
| Annual return | -8.99% | -9.60%+0.6pp | 16.90%-25.9pp | 1.58%-10.6pp |
| Employer contribution / active EE | $5,246 | $2,661+97.2% | $2,701+94.2% | $2,544+106.2% |
| Participant deferral / active EE | $7,345 | $3,615+103.2% | $3,817+92.5% | $4,237+73.4% |
| Admin fee / account holder | $281 | $338-16.9% | $3,224-91.3% | $593-52.6% |