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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $154,962 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $135,439 | $105,179+28.8% | $64,056+111.4% | $80,160+69.0% |
| Participation rate | 63.2% | 73.5%-10.3pp | 72.3%-9.1pp | 72.9%-9.7pp |
| Annual return | 16.29% | 20.34%-4.0pp | 33.69%-17.4pp | 40.38%-24.1pp |
| Employer contribution / active EE | $3,242 | $3,311-2.1% | $2,747+18.0% | $2,978+8.9% |
| Participant deferral / active EE | $3,201 | $4,020-20.4% | $3,880-17.5% | $5,017-36.2% |
| Admin fee / account holder | $97 | $113-14.5% | $3,068-96.8% | $145-33.2% |