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 16 649-8 SOUTH MILLEDGE AVE · ATHENS, GA 306051259 | Consulting | $22,293 |
TIAA2+ years Filed as: TIAA-CREF Service code 12 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct payment from the plan; Recordk... | $11,063 |
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 | $69,762 | $52,467+33.0% | $57,179+22.0% | $55,167+26.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 8.43% | 7.72%+0.7pp | 14.59%-6.2pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,320 | $2,477-6.4% | $2,682-13.5% | $1,963+18.2% |
| Participant deferral / active EE | $4,508 | $2,830+59.3% | $3,096+45.6% | $3,054+47.6% |
| Admin fee / account holder | $74 | $269-72.5% | $3,139-97.6% | $504-85.3% |