Filed September 11, 2012
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 Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,787 | $46,553+73.5% | $64,056+26.1% | $75,163+7.5% |
| Participation rate | 96.9% | 65.9%+30.9pp | 72.3%+24.6pp | 67.2%+29.7pp |
| Annual return | 18.30% | 26.03%-7.7pp | 33.69%-15.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,830 | $1,974+94.1% | $2,747+39.5% | $2,670+43.5% |
| Participant deferral / active EE | $6,935 | $2,837+144.5% | $3,880+78.7% | $4,125+68.1% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |