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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $24,327 |
MELLOTT & MELLOTT PLL3 years Filed as: MELLOTT & MELLOTT, PLL Service code 10 · EIN 31-6063298 312 WALNUT STREET, SUITE 2500 · CINCINNATI, OH 452024025 | Accounting | $12,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,688 | $65,557+96.3% | $64,056+100.9% | $71,457+80.1% |
| Participation rate | 99.5% | 73.2%+26.4pp | 72.3%+27.2pp | 67.9%+31.6pp |
| Annual return | 14.61% | 18.94%-4.3pp | 33.69%-19.1pp | 28.85%-14.2pp |
| Employer contribution / active EE | $4,216 | $2,669+58.0% | $2,747+53.5% | $2,588+62.9% |
| Participant deferral / active EE | $5,470 | $3,626+50.9% | $3,880+41.0% | $4,289+27.5% |
| Admin fee / account holder | $86 | $616-86.0% | $3,068-97.2% | $1,587-94.6% |