Filed September 20, 2012
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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 49 · EIN 26-0058143 | Other Services | $14,044 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 13 · EIN 13-1624203 | Contract Administrator | $4,950 |
TIAA1 year Filed as: TIAA-CREF INVESTMENT MANAGEMENT Service code 52 · EIN 13-3586142 | Indirect Investment Fees | $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 | $19,570 | $62,928-68.9% | $172,739-88.7% | $67,579-71.0% |
| Participation rate | 95.8% | 64.5%+31.4pp | 82.6%+13.2pp | 71.3%+24.6pp |
| Annual return | 18.97% | 30.36%-11.4pp | 802.84%-783.9pp | 378.56%-359.6pp |
| Employer contribution / active EE | $1,357 | $1,636-17.1% | $5,143-73.6% | $2,148-36.8% |
| Participant deferral / active EE | $2,339 | $2,145+9.1% | $5,198-55.0% | $3,539-33.9% |
| Admin fee / account holder | $62 | $167-62.6% | $13,954-99.6% | $142-56.2% |