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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,600 |
Filed as: FIDELITY INV INST. OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $2,875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,367 | $104,317-24.9% | $159,436-50.8% | $86,799-9.7% |
| Participation rate | 69.3% | 77.7%-8.4pp | 82.8%-13.5pp | 72.3%-3.0pp |
| Annual return | 14.79% | 26.32%-11.5pp | 263.57%-248.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,448 | $6,837-20.3% | $7,352-25.9% | $4,131+31.9% |
| Admin fee / account holder | $47 | $172-73.0% | $10,799-99.6% | $170-72.6% |