Filed October 18, 2010 (most recent of 2 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 |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,503,774 |
TFO-TDC, LLC10+ years Filed as: TFO-TDC LLC Service code 16 · EIN 21-1017513 | Consulting | $241,121 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $98,322 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 50 · EIN 23-2186884 | Direct Payment | $4,892 |
Filed as: FIDELITY INV INSTITUTIONAL OP Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,530 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $163,521 | $91,621+78.5% | $67,511+142.2% | $77,671+110.5% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 13.42% | 14.87%-1.5pp | 3517.41%-3504.0pp | 31.21%-17.8pp |
| Employer contribution / active EE | $6,906 | $3,184+116.9% | $2,733+152.7% | $2,726+153.3% |
| Participant deferral / active EE | $5,849 | $3,906+49.7% | $4,000+46.2% | $4,648+25.8% |
| Admin fee / account holder | $275 | $176+56.2% | $3,999-93.1% | $430-36.0% |