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 | $31,195 |
TIAA4+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Float revenue; Account maintenance fe... | $13,715 |
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 | $76,990 | $55,002+40.0% | $59,878+28.6% | $56,287+36.8% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.7%+23.2pp | 69.9%+28.0pp |
| Annual return | -2.08% | 1.13%-3.2pp | 3.46%-5.5pp | -9.96%+7.9pp |
| Employer contribution / active EE | $2,360 | $2,448-3.6% | $2,722-13.3% | $2,111+11.8% |
| Participant deferral / active EE | $4,247 | $3,121+36.1% | $3,402+24.9% | $3,350+26.8% |
| Admin fee / account holder | $99 | $236-57.9% | $3,590-97.2% | $521-80.9% |