Filed December 27, 2011
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 16 · EIN 20-8532658 | Consulting | $22,500 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 | Securities Custodian | $10,319 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,554 | $98,780-32.6% | $60,874+9.3% | $77,904-14.6% |
| Participation rate | 96.8% | 76.7%+20.1pp | 73.1%+23.7pp | 73.7%+23.1pp |
| Annual return | -14.75% | -11.56%-3.2pp | 16.90%-31.6pp | 12.21%-27.0pp |
| Employer contribution / active EE | $8,698 | $3,605+141.3% | $2,701+222.0% | $2,848+205.4% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,817-100.0% | $4,806-100.0% |
| Admin fee / account holder | $15 | $89-82.6% | $3,224-99.5% | $133-88.4% |