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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $59,670 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $28,271 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $17,464 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,644 | $65,557+114.5% | $64,056+119.6% | $71,457+96.8% |
| Participation rate | 81.1% | 73.2%+7.9pp | 72.3%+8.8pp | 67.9%+13.1pp |
| Annual return | 10.29% | 18.94%-8.7pp | 33.69%-23.4pp | 28.85%-18.6pp |
| Employer contribution / active EE | $4,240 | $2,669+58.9% | $2,747+54.4% | $2,588+63.9% |
| Participant deferral / active EE | $5,943 | $3,626+63.9% | $3,880+53.2% | $4,289+38.6% |
| Admin fee / account holder | $193 | $616-68.6% | $3,068-93.7% | $1,587-87.8% |