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. $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 |
|---|---|---|
Service code 16 · EIN 58-2608124 | Consulting | $18,546 |
TIAA1+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Recordkeeping fees; Distribution (12b... | $7,216 |
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 | $71,485 | $51,769+38.1% | $57,343+24.7% | $52,331+36.6% |
| Participation rate | 98.9% | 75.2%+23.6pp | 75.1%+23.8pp | 68.1%+30.7pp |
| Annual return | 3.01% | 2.43%+0.6pp | 24.39%-21.4pp | 4.54%-1.5pp |
| Employer contribution / active EE | $2,310 | $2,335-1.1% | $2,689-14.1% | $1,882+22.8% |
| Participant deferral / active EE | $5,044 | $2,794+80.5% | $3,162+59.5% | $3,022+66.9% |
| Admin fee / account holder | $61 | $295-79.4% | $3,356-98.2% | $592-89.7% |