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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $127,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,687 | $79,124+50.0% | $60,874+95.0% | $64,808+83.1% |
| Participation rate | 96.3% | 77.7%+18.6pp | 73.1%+23.2pp | 71.5%+24.9pp |
| Annual return | -13.12% | -7.13%-6.0pp | 16.90%-30.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $4,958 | $3,050+62.6% | $2,701+83.5% | $2,506+97.9% |
| Participant deferral / active EE | $4,530 | $3,725+21.6% | $3,817+18.7% | $4,310+5.1% |
| Admin fee / account holder | $81 | $106-23.5% | $3,224-97.5% | $188-57.0% |