Filed October 1, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Investment... | $119,289 |
TIAA5 years Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $1,301 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $139,495 | $84,948+64.2% | $70,449+98.0% | $73,409+90.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 15.80% | 13.39%+2.4pp | 109.03%-93.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $12,802 | $2,834+351.7% | $2,737+367.8% | $2,234+473.2% |
| Participant deferral / active EE | $6,870 | $3,387+102.8% | $3,709+85.3% | $3,805+80.5% |
| Admin fee / account holder | $112 | $98+14.7% | $3,845-97.1% | $158-28.8% |