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 | $46,181 |
TIAA9+ years Filed as: TIAA-CREF Service code 12 · EIN 13-1624203 | Participant loan processing; Finders'... | $24,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,437 | $65,557+53.2% | $64,056+56.8% | $71,457+40.6% |
| Participation rate | 93.8% | 73.2%+20.7pp | 72.3%+21.5pp | 67.9%+25.9pp |
| Annual return | 15.26% | 18.94%-3.7pp | 33.69%-18.4pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,120 | $2,669-20.6% | $2,747-22.8% | $2,588-18.1% |
| Participant deferral / active EE | $3,668 | $3,626+1.2% | $3,880-5.5% | $4,289-14.5% |
| Admin fee / account holder | $141 | $616-77.1% | $3,068-95.4% | $1,587-91.1% |