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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNU Service code 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Participant loan processing; Claims p... | $17,085 |
RBC WEALTH MANAGEMENT2 years Service code 12 · EIN 41-1416330 2010 CORPORATE RIDGE RD., 250 · MCLEAN, VA 22102 | Participant loan processing; Claims p... | $7,670 |
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 | $76,458 | $104,475-26.8% | $159,436-52.0% | $79,386-3.7% |
| Participation rate | 97.7% | 76.6%+21.1pp | 82.8%+14.9pp | 70.7%+27.0pp |
| Annual return | 15.24% | 67.95%-52.7pp | 263.57%-248.3pp | 116.85%-101.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $8,692 | $6,467+34.4% | $7,352+18.2% | $4,046+114.9% |
| Admin fee / account holder | $81 | $711-88.5% | $10,799-99.2% | $626-87.0% |