Filed May 15, 2013 (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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNU Service code 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping and information managem... | $16,199 |
RBC WEALTH MANAGEMENT1 year Service code 12 · EIN 41-1416330 2010 CORPORATE RIDGE RD., 250 · MCLEAN, VA 22102 | Participant loan processing; Claims p... | $5,669 |
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 | $66,459 | $99,957-33.5% | $149,696-55.6% | $73,488-9.6% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 18.19% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,295 | $6,073+36.6% | $6,842+21.2% | $3,740+121.8% |
| Admin fee / account holder | $65 | $551-88.1% | $9,309-99.3% | $513-87.2% |