Filed February 11, 2011 (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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $17,277 |
TWO WEST CAPITAL ADVISORS2 years Service code 49 · EIN 27-3055170 | Other Services | $15,693 |
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 | $40,314 | $57,976-30.5% | $62,995-36.0% | $62,292-35.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.53% | 17.54%-5.0pp | 87.57%-75.0pp | 28.90%-16.4pp |
| Employer contribution / active EE | $2,566 | $2,415+6.3% | $2,759-7.0% | $2,042+25.7% |
| Participant deferral / active EE | $3,276 | $2,956+10.8% | $3,329-1.6% | $3,169+3.4% |
| Admin fee / account holder | $57 | $276-79.2% | $3,600-98.4% | $479-88.0% |