Filed June 1, 2012 (most recent of 2 filings on file)
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 15 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 276095731 | Recordkeeping | $21,846 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,035 | $91,762+34.1% | $67,502+82.3% | $77,643+58.5% |
| Participation rate | 46.3% | 75.9%-29.6pp | 72.9%-26.5pp | 70.6%-24.2pp |
| Annual return | 13.24% | 14.87%-1.6pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,807 | $3,181-43.2% | $2,731-33.8% | $2,726-33.7% |
| Participant deferral / active EE | $3,479 | $3,903-10.9% | $4,000-13.0% | $4,647-25.1% |
| Admin fee / account holder | $103 | $176-41.7% | $3,998-97.4% | $430-76.2% |