Filed October 17, 2012 (most recent of 4 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $406,669 |
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 · EIN 23-0732160 | Advisory (Plan) | $120,427 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $21,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,984 | $57,610+4.1% | $154,803-61.3% | $102,872-41.7% |
| Participation rate | 95.9% | 59.5%+36.4pp | 78.1%+17.8pp | 73.0%+22.8pp |
| Annual return | 13.33% | 30.49%-17.2pp | 58.88%-45.6pp | 19.06%-5.7pp |
| Employer contribution / active EE | $1,979 | $1,883+5.1% | $4,305-54.0% | $3,526-43.9% |
| Participant deferral / active EE | $1,915 | $2,914-34.3% | $5,540-65.4% | $5,535-65.4% |
| Admin fee / account holder | $51 | $368-86.0% | $14,329-99.6% | $292-82.4% |