Filed November 3, 2009
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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,293 |
Filed as: FIDELITY INV INST. OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,888 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,177 | $88,122+9.1% | $141,162-31.9% | $67,579+42.3% |
| Participation rate | 70.6% | 76.5%-5.9pp | 82.5%-11.9pp | 71.3%-0.7pp |
| Annual return | 25.03% | 75.40%-50.4pp | 71.39%-46.4pp | 378.56%-353.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,710 | $5,958-4.1% | $6,709-14.9% | $3,539+61.3% |
| Admin fee / account holder | $50 | $131-61.4% | $10,261-99.5% | $142-64.5% |