Filed September 16, 2011 (most recent of 4 filings on file)
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 |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $91,562 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $1,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,775 | $65,908+203.1% | $81,812+144.2% | $77,643+157.3% |
| Participation rate | 99.2% | 65.8%+33.4pp | 72.3%+26.8pp | 70.6%+28.6pp |
| Annual return | 14.49% | 26.64%-12.2pp | 773.79%-759.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $12,609 | $2,370+431.9% | $2,912+333.0% | $2,726+362.6% |
| Participant deferral / active EE | $10,981 | $3,505+213.3% | $4,319+154.3% | $4,647+136.3% |
| Admin fee / account holder | $0 | $526-100.0% | $7,386-100.0% | $430-100.0% |