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 |
|---|---|---|
TIAA5+ years Filed as: TIAA-CREF Service code 37 · EIN 13-1624203 | Loan Processing | $52,938 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,193 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,384 | $65,322+128.7% | $70,449+112.0% | $73,488+103.3% |
| Participation rate | 93.4% | 77.0%+16.5pp | 75.1%+18.4pp | 70.7%+22.8pp |
| Annual return | 4.68% | 15.71%-11.0pp | 109.03%-104.4pp | 28.51%-23.8pp |
| Employer contribution / active EE | $6,984 | $2,460+183.9% | $2,737+155.2% | $2,270+207.6% |
| Participant deferral / active EE | $10,136 | $3,375+200.3% | $3,709+173.3% | $3,740+171.0% |
| Admin fee / account holder | $187 | $214-12.8% | $3,845-95.1% | $513-63.6% |