Filed October 18, 2012 (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 | $76,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,263 | $58,778+0.8% | $129,207-54.1% | $77,643-23.7% |
| Participation rate | 97.2% | 59.2%+37.9pp | 69.6%+27.6pp | 70.6%+26.6pp |
| Annual return | 14.05% | 24.73%-10.7pp | 9417.33%-9403.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,010 | $1,952+3.0% | $4,153-51.6% | $2,726-26.3% |
| Participant deferral / active EE | $3,896 | $3,212+21.3% | $4,168-6.5% | $4,647-16.2% |
| Admin fee / account holder | $62 | $589-89.5% | $7,715-99.2% | $430-85.6% |