Filed October 5, 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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $17,283 |
WELL AND GOOD LLC5+ years Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $6,113 |
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 | $119,462 | $65,322+82.9% | $70,449+69.6% | $73,488+62.6% |
| Participation rate | 99.5% | 77.0%+22.5pp | 75.1%+24.4pp | 70.7%+28.8pp |
| Annual return | 12.38% | 15.71%-3.3pp | 109.03%-96.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $3,997 | $2,460+62.5% | $2,737+46.0% | $2,270+76.1% |
| Participant deferral / active EE | $4,904 | $3,375+45.3% | $3,709+32.2% | $3,740+31.1% |
| Admin fee / account holder | $37 | $214-82.6% | $3,845-99.0% | $513-92.7% |