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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNU Service code 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Claims processing; Recordkeeping and ... | $20,597 |
RBC WEALTH MANAGEMENT3 years Service code 12 · EIN 41-1416330 2010 CORPORATE RIDGE RD., 250 · MCLEAN, VA 22102 | Claims processing; Recordkeeping and ... | $7,173 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,636 | $84,487-28.2% | $125,339-51.6% | $66,914-9.4% |
| Participation rate | 97.3% | 76.4%+20.9pp | 82.4%+14.9pp | 69.8%+27.5pp |
| Annual return | -14.22% | -8.39%-5.8pp | 572.05%-586.3pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,831 | $6,781+15.5% | $7,446+5.2% | $4,237+84.8% |
| Admin fee / account holder | $79 | $685-88.5% | $10,010-99.2% | $593-86.7% |