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 | $34,564 |
TIAA5+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Distribution (12b-1) fees; Float reve... | $17,002 |
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 | $87,996 | $60,795+44.7% | $69,455+26.7% | $65,185+35.0% |
| Participation rate | 98.9% | 74.9%+24.1pp | 74.6%+24.3pp | 70.2%+28.7pp |
| Annual return | 17.28% | 17.46%-0.2pp | 28.97%-11.7pp | 29.38%-12.1pp |
| Employer contribution / active EE | $2,436 | $2,452-0.7% | $2,779-12.4% | $2,177+11.9% |
| Participant deferral / active EE | $4,093 | $3,162+29.4% | $3,535+15.8% | $3,514+16.5% |
| Admin fee / account holder | $113 | $314-64.0% | $3,839-97.1% | $847-86.7% |