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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $28,272 |
MELLOTT & MELLOTT PLL1 year Filed as: MELLOTT & MELLOTT, PLL Service code 10 · EIN 31-6063298 312 WALNUT STREET, SUITE 2500 · CINCINNATI, OH 452024025 | Accounting | $12,994 |
WELL AND GOOD LLC6+ years Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $8,188 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,255 | $74,706+83.7% | $75,696+81.3% | $79,386+72.9% |
| Participation rate | 98.4% | 75.3%+23.1pp | 74.8%+23.6pp | 70.7%+27.7pp |
| Annual return | 12.03% | 18.52%-6.5pp | 104.53%-92.5pp | 116.85%-104.8pp |
| Employer contribution / active EE | $4,131 | $2,590+59.5% | $2,743+50.6% | $2,427+70.2% |
| Participant deferral / active EE | $5,067 | $3,533+43.4% | $3,821+32.6% | $4,046+25.3% |
| Admin fee / account holder | $62 | $374-83.5% | $3,619-98.3% | $626-90.1% |