Filed November 5, 2013
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $202,264 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $60,000 |
CAPIN CROUSE LLP2 years Filed as: CAPINCROUSE LLP Service code 10 · EIN 36-3990892 | Accounting | $16,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,739 | $113,293-24.3% | $67,502+27.0% | $199,593-57.0% |
| Participation rate | 82.2% | 73.3%+8.9pp | 72.9%+9.3pp | 72.0%+10.2pp |
| Annual return | 11.88% | 15.88%-4.0pp | 3512.12%-3500.2pp | 34.25%-22.4pp |
| Employer contribution / active EE | $1,567 | $3,401-53.9% | $2,731-42.6% | $3,034-48.4% |
| Participant deferral / active EE | $2,999 | $4,159-27.9% | $4,000-25.0% | $5,087-41.0% |
| Admin fee / account holder | $76 | $103-25.7% | $3,998-98.1% | $269-71.7% |