Filed August 26, 2013
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: TEACHERS INSURANCE AND ANNUITY ASSO Service code 13 · EIN 13-1624203 | Contract Administrator | $72,850 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $67,953 |
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $18,364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,376 | $106,110+11.6% | $147,005-19.5% | $77,671+52.4% |
| Participation rate | 95.3% | 78.4%+16.9pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 15.28% | 56.77%-41.5pp | 418.76%-403.5pp | 31.21%-15.9pp |
| Employer contribution / active EE | $4,824 | $4,065+18.7% | $4,934-2.2% | $2,726+76.9% |
| Participant deferral / active EE | $4,785 | $7,992-40.1% | $8,070-40.7% | $4,648+3.0% |
| Admin fee / account holder | $154 | $338-54.3% | $13,006-98.8% | $430-64.2% |