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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 37 · EIN 13-1624203 | Loan Processing | $43,491 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,410 |
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 | $146,639 | $55,002+166.6% | $59,878+144.9% | $56,287+160.5% |
| Participation rate | 93.5% | 75.9%+17.6pp | 74.7%+18.8pp | 69.9%+23.7pp |
| Annual return | 9.98% | 1.13%+8.8pp | 3.46%+6.5pp | -9.96%+19.9pp |
| Employer contribution / active EE | $6,445 | $2,448+163.3% | $2,722+136.8% | $2,111+205.3% |
| Participant deferral / active EE | $10,368 | $3,121+232.2% | $3,402+204.8% | $3,350+209.5% |
| Admin fee / account holder | $168 | $236-28.9% | $3,590-95.3% | $521-67.8% |