Filed August 9, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS Service code 16 649 S MILLEDGE AVENUE · ATHENS, GA 306051259 | Consulting | $55,600 |
TIAA10+ years Filed as: TIAA-CREF Service code 12 730 THIRD AVE · NEW YORK, NY 100173206 | Claims processing; Recordkeeping and ... | $31,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,649 | $69,763+64.3% | $67,502+69.8% | $74,495+53.9% |
| Participation rate | 91.6% | 71.4%+20.2pp | 72.9%+18.7pp | 67.2%+24.4pp |
| Annual return | 14.70% | -40.34%+55.0pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,910 | $2,704+7.6% | $2,731+6.6% | $2,623+10.9% |
| Participant deferral / active EE | $4,606 | $3,636+26.7% | $4,000+15.2% | $4,346+6.0% |
| Admin fee / account holder | $183 | $896-79.6% | $3,998-95.4% | $1,942-90.6% |