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 |
|---|---|---|
TIAA9+ years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $64,241 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $51,196 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,947 | $69,763+114.9% | $67,502+122.1% | $74,495+101.3% |
| Participation rate | 86.5% | 71.4%+15.2pp | 72.9%+13.6pp | 67.2%+19.3pp |
| Annual return | 12.99% | -40.34%+53.3pp | 3512.12%-3499.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $4,897 | $2,704+81.1% | $2,731+79.3% | $2,623+86.7% |
| Participant deferral / active EE | $6,945 | $3,636+91.0% | $4,000+73.6% | $4,346+59.8% |
| Admin fee / account holder | $275 | $896-69.3% | $3,998-93.1% | $1,942-85.9% |