Filed January 20, 2011
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 |
|---|---|---|
TIAA8 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $62,207 |
USI CONSULTING GROUP4 years Service code 27 · EIN 06-1397347 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $7,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,911 | $96,018+14.5% | $65,493+67.8% | $85,563+28.5% |
| Participation rate | 95.2% | 74.8%+20.3pp | 73.1%+22.1pp | 66.0%+29.2pp |
| Annual return | 16.96% | 14.51%+2.5pp | 982.45%-965.5pp | 31.51%-14.6pp |
| Employer contribution / active EE | $4,297 | $3,235+32.8% | $2,574+66.9% | $2,654+61.9% |
| Participant deferral / active EE | $9,188 | $4,055+126.6% | $3,961+132.0% | $4,375+110.0% |
| Admin fee / account holder | $167 | $271-38.3% | $5,028-96.7% | $834-80.0% |