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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $106,458 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $4,430 |
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 | $106,599 | $95,542+11.6% | $69,455+53.5% | $67,579+57.7% |
| Participation rate | 99.9% | 79.4%+20.5pp | 74.6%+25.3pp | 71.3%+28.6pp |
| Annual return | 18.24% | 17.67%+0.6pp | 28.97%-10.7pp | 378.56%-360.3pp |
| Employer contribution / active EE | $4,759 | $2,989+59.2% | $2,779+71.2% | $2,148+121.6% |
| Participant deferral / active EE | $3,762 | $3,263+15.3% | $3,535+6.4% | $3,539+6.3% |
| Admin fee / account holder | $73 | $90-18.9% | $3,839-98.1% | $142-48.8% |