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; Shareholde... | $125,080 |
TIAA7 years Service code 12 · EIN 13-1624203 | Recordkeeping and information managem... | $3,949 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,786 | $98,780+5.1% | $60,874+70.5% | $77,904+33.2% |
| Participation rate | 99.3% | 76.7%+22.6pp | 73.1%+26.2pp | 73.7%+25.6pp |
| Annual return | -12.77% | -11.56%-1.2pp | 16.90%-29.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $14,289 | $3,605+296.4% | $2,701+428.9% | $2,848+401.8% |
| Participant deferral / active EE | $6,479 | $4,200+54.2% | $3,817+69.8% | $4,806+34.8% |
| Admin fee / account holder | $85 | $89-3.5% | $3,224-97.3% | $133-35.5% |