Filed January 4, 2016
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 37 · EIN 04-2647786 | Loan Processing | $242,850 |
TIAA8+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $28,781 |
CAPIN CROUSE LLP2 years Service code 10 · EIN 36-3990892 | Accounting | $27,750 |
JOHNSON STERLING, INC.2 years Service code 16 · EIN 63-0970725 | Consulting | $23,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,027 | $98,780-47.3% | $60,874-14.5% | $77,904-33.2% |
| Participation rate | 76.6% | 76.7%-0.1pp | 73.1%+3.5pp | 73.7%+2.9pp |
| Annual return | -14.35% | -11.56%-2.8pp | 16.90%-31.3pp | 12.21%-26.6pp |
| Employer contribution / active EE | $3,641 | $3,605+1.0% | $2,701+34.8% | $2,848+27.9% |
| Participant deferral / active EE | $3,207 | $4,200-23.6% | $3,817-16.0% | $4,806-33.3% |
| Admin fee / account holder | $186 | $89+110.3% | $3,224-94.2% | $133+40.6% |