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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $127,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,919 | $84,948+45.9% | $70,449+75.9% | $73,409+68.8% |
| Participation rate | 98.3% | 79.9%+18.4pp | 75.1%+23.2pp | 72.2%+26.1pp |
| Annual return | 12.97% | 13.39%-0.4pp | 109.03%-96.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $5,129 | $2,834+81.0% | $2,737+87.4% | $2,234+129.6% |
| Participant deferral / active EE | $4,218 | $3,387+24.5% | $3,709+13.7% | $3,805+10.8% |
| Admin fee / account holder | $85 | $98-13.0% | $3,845-97.8% | $158-45.9% |