Filed January 13, 2013 (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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,885 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $21,583 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,812 | $70,083+36.7% | $59,878+60.0% | $55,725+71.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.7%+25.3pp | 70.9%+29.1pp |
| Annual return | -3.76% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $5,242 | $2,878+82.1% | $2,722+92.6% | $2,078+152.2% |
| Participant deferral / active EE | $4,119 | $3,079+33.8% | $3,402+21.1% | $3,356+22.8% |
| Admin fee / account holder | $65 | $70-7.9% | $3,590-98.2% | $115-43.8% |