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 |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS Service code 16 649 S MILLEDGE AVENUE · ATHENS, GA 306051259 | Consulting | $55,600 |
TIAA10+ years Filed as: TIAA-CREF Service code 12 730 THIRD AVE · NEW YORK, NY 100173206 | Claims processing; Recordkeeping and ... | $31,745 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,649 | $69,763+64.3% | $67,502+69.8% | $74,495+53.9% |
| Participation rate | 91.6% | 71.4%+20.2pp | 72.9%+18.7pp | 67.2%+24.4pp |
| Annual return | 14.70% | -40.34%+55.0pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,910 | $2,704+7.6% | $2,731+6.6% | $2,623+10.9% |
| Participant deferral / active EE | $4,606 | $3,636+26.7% | $4,000+15.2% | $4,346+6.0% |
| Admin fee / account holder | $183 | $896-79.6% | $3,998-95.4% | $1,942-90.6% |