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 | $38,030 |
TIAA6+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Recordkeeping fees; Participant loan ... | $17,018 |
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 | $100,934 | $65,322+54.5% | $70,449+43.3% | $73,488+37.3% |
| Participation rate | 99.4% | 77.0%+22.5pp | 75.1%+24.4pp | 70.7%+28.8pp |
| Annual return | 13.53% | 15.71%-2.2pp | 109.03%-95.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,449 | $2,460-0.4% | $2,737-10.5% | $2,270+7.9% |
| Participant deferral / active EE | $4,044 | $3,375+19.8% | $3,709+9.0% | $3,740+8.1% |
| Admin fee / account holder | $123 | $214-42.7% | $3,845-96.8% | $513-76.1% |