Filed December 17, 2012 (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 Service code 15 · EIN 13-1624203 | Recordkeeping | $23,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,059 | $84,948-11.6% | $70,449+6.5% | $73,409+2.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 14.09% | 13.39%+0.7pp | 109.03%-94.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $3,829 | $2,834+35.1% | $2,737+39.9% | $2,234+71.4% |
| Participant deferral / active EE | $3,117 | $3,387-8.0% | $3,709-16.0% | $3,805-18.1% |
| Admin fee / account holder | $33 | $98-66.5% | $3,845-99.1% | $158-79.2% |