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; Float reve... | $178,772 |
TIAA6 years Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $3,751 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,341 | $94,833+53.3% | $75,696+92.0% | $86,799+67.4% |
| Participation rate | 96.7% | 79.1%+17.6pp | 74.8%+21.8pp | 72.3%+24.4pp |
| Annual return | 14.01% | 16.91%-2.9pp | 104.53%-90.5pp | 97.91%-83.9pp |
| Employer contribution / active EE | $9,561 | $2,904+229.2% | $2,743+248.6% | $2,405+297.5% |
| Participant deferral / active EE | $6,903 | $3,632+90.1% | $3,821+80.6% | $4,131+67.1% |
| Admin fee / account holder | $162 | $109+49.2% | $3,619-95.5% | $170-4.4% |