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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $25,715 |
Filed as: FIDELITY INV INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $2,634 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,857 | $82,202-39.3% | $125,339-60.2% | $64,808-23.1% |
| Participation rate | 80.4% | 77.9%+2.5pp | 82.4%-2.0pp | 71.5%+8.9pp |
| Annual return | -16.12% | 3.48%-19.6pp | 572.05%-588.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $64 | $3,615-98.2% | $4,814-98.7% | $2,506-97.4% |
| Participant deferral / active EE | $6,045 | $7,175-15.8% | $7,446-18.8% | $4,310+40.2% |
| Admin fee / account holder | $34 | $163-79.3% | $10,010-99.7% | $188-82.0% |