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 |
|---|---|---|
TIAA4 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... | $22,470 |
RBC WEALTH MANAGEMENT4 years Service code 12 · EIN 41-1416330 2010 CORPORATE RIDGE RD., 250 · MCLEAN, VA 22102 | Claims processing; Participant loan p... | $7,846 |
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 | $69,721 | $91,407-23.7% | $135,903-48.7% | $71,457-2.4% |
| Participation rate | 97.9% | 75.7%+22.3pp | 81.9%+16.0pp | 67.9%+30.0pp |
| Annual return | 16.71% | 29.90%-13.2pp | 68.23%-51.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $9,930 | $7,092+40.0% | $7,758+28.0% | $4,289+131.5% |
| Admin fee / account holder | $96 | $1,266-92.4% | $10,762-99.1% | $1,587-93.9% |