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 |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,311 |
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 | $71,214 | $67,984+4.8% | $65,493+8.7% | $74,304-4.2% |
| Participation rate | 81.7% | 66.3%+15.4pp | 73.1%+8.6pp | 60.3%+21.4pp |
| Annual return | 9.13% | 19.87%-10.7pp | 982.45%-973.3pp | 29.43%-20.3pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,301 | $3,346+28.5% | $3,961+8.6% | $3,767+14.2% |
| Admin fee / account holder | $70 | $1,373-94.9% | $5,028-98.6% | $2,969-97.7% |