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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $26,425 |
WELL AND GOOD LLC7+ years Service code 16 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Consulting | $7,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,077 | $60,989+90.3% | $60,874+90.7% | $66,914+73.5% |
| Participation rate | 99.5% | 74.5%+25.0pp | 73.1%+26.4pp | 69.8%+29.7pp |
| Annual return | -12.13% | -9.60%-2.5pp | 16.90%-29.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $4,068 | $2,661+52.9% | $2,701+50.6% | $2,544+59.9% |
| Participant deferral / active EE | $5,278 | $3,615+46.0% | $3,817+38.3% | $4,237+24.6% |
| Admin fee / account holder | $2 | $338-99.5% | $3,224-99.9% | $593-99.7% |