Filed April 4, 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 9-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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INS. AND ANN ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $74,001 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 · EIN 82-1434504 | Contract Administrator | $38,341 |
TAIT WELLER & BAKER9+ years Service code 10 · EIN 23-1144520 | Accounting | $10,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,376 | $96,018+45.2% | $65,493+112.8% | $85,563+62.9% |
| Participation rate | 93.1% | 74.8%+18.3pp | 73.1%+20.0pp | 66.0%+27.2pp |
| Annual return | 13.62% | 14.51%-0.9pp | 982.45%-968.8pp | 31.51%-17.9pp |
| Employer contribution / active EE | $4,768 | $3,235+47.4% | $2,574+85.2% | $2,654+79.7% |
| Participant deferral / active EE | $5,662 | $4,055+39.7% | $3,961+42.9% | $4,375+29.4% |
| Admin fee / account holder | $176 | $271-34.9% | $5,028-96.5% | $834-78.9% |