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 |
|---|---|---|
Service code 28 · EIN 20-8532658 | Investment Management | $15,000 |
AZUSA PACIFIC UNIVERSITY2+ years Service code 28 · EIN 95-1744369 | Investment Management | $7,500 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $581 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,765 | $85,199-1.7% | $57,179+46.5% | $63,975+30.9% |
| Participation rate | 96.0% | 74.0%+22.0pp | 75.3%+20.7pp | 71.1%+24.9pp |
| Annual return | 7.99% | 10.43%-2.4pp | 14.59%-6.6pp | 48.65%-40.7pp |
| Employer contribution / active EE | $4,722 | $3,446+37.0% | $2,682+76.1% | $2,182+116.5% |
| Participant deferral / active EE | $4,093 | $3,109+31.7% | $3,096+32.2% | $3,356+21.9% |
| Admin fee / account holder | $11 | $39-71.4% | $3,139-99.6% | $70-84.3% |