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 | $48,979 |
TIAA7+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Distribution (12b-1) fees; Participan... | $23,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,742 | $74,706+44.2% | $75,696+42.3% | $79,386+35.7% |
| Participation rate | 96.6% | 75.3%+21.2pp | 74.8%+21.7pp | 70.7%+25.9pp |
| Annual return | 15.36% | 18.52%-3.2pp | 104.53%-89.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,302 | $2,590-11.1% | $2,743-16.1% | $2,427-5.2% |
| Participant deferral / active EE | $4,038 | $3,533+14.3% | $3,821+5.7% | $4,046-0.2% |
| Admin fee / account holder | $156 | $374-58.2% | $3,619-95.7% | $626-75.0% |