Filed December 17, 2010
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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $37,115 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 | Advisory (Plan) | $5,021 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,379 | $54,705+184.0% | $71,209+118.2% | $84,808+83.2% |
| Participation rate | 98.4% | 64.1%+34.3pp | 73.8%+24.6pp | 68.3%+30.1pp |
| Annual return | 11.87% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $11,843 | $2,158+448.8% | $2,721+335.3% | $2,631+350.1% |
| Participant deferral / active EE | $10,766 | $3,030+255.2% | $4,175+157.8% | $4,212+155.6% |
| Admin fee / account holder | $240 | $4,863-95.1% | $5,349-95.5% | $7,344-96.7% |