Filed May 28, 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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-CREF Service code 37 · EIN 13-1624203 | Loan Processing | $35,118 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,645 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $140,986 | $57,976+143.2% | $62,995+123.8% | $62,292+126.3% |
| Participation rate | 96.0% | 75.9%+20.1pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 12.88% | 17.54%-4.7pp | 87.57%-74.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $6,109 | $2,415+153.0% | $2,759+121.4% | $2,042+199.1% |
| Participant deferral / active EE | $10,295 | $2,956+248.3% | $3,329+209.2% | $3,169+224.9% |
| Admin fee / account holder | $137 | $276-50.4% | $3,600-96.2% | $479-71.5% |