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 | $47,542 |
TIAA8+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Distribution (12b-1) fees; Recordkeep... | $25,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,209 | $60,989+51.2% | $60,874+51.5% | $66,914+37.8% |
| Participation rate | 95.9% | 74.5%+21.5pp | 73.1%+22.8pp | 69.8%+26.1pp |
| Annual return | -10.76% | -9.60%-1.2pp | 16.90%-27.7pp | 1.58%-12.3pp |
| Employer contribution / active EE | $2,267 | $2,661-14.8% | $2,701-16.1% | $2,544-10.9% |
| Participant deferral / active EE | $3,977 | $3,615+10.0% | $3,817+4.2% | $4,237-6.1% |
| Admin fee / account holder | $154 | $338-54.6% | $3,224-95.2% | $593-74.1% |