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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,413 |
Filed as: FIDELITY INV INST. OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,760 |
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 | $92,058 | $100,801-8.7% | $149,696-38.5% | $73,409+25.4% |
| Participation rate | 75.2% | 77.7%-2.5pp | 82.5%-7.3pp | 72.2%+3.0pp |
| Annual return | 16.04% | 265.34%-249.3pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,382 | $6,404-16.0% | $6,842-21.3% | $3,805+41.4% |
| Admin fee / account holder | $36 | $181-79.8% | $9,309-99.6% | $158-76.9% |