Filed December 8, 2008
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 7-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 | $76,233 |
Filed as: RETIREMENT RESOURCES Service code 27 · EIN 04-3464764 | Advisory (Plan) | $66,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,694 | $50,815+5.7% | $155,509-65.5% | $77,643-30.8% |
| Participation rate | 89.0% | 63.1%+25.9pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 12.51% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,566 | $1,993-21.4% | $4,672-66.5% | $2,726-42.5% |
| Participant deferral / active EE | $4,703 | $2,822+66.6% | $5,626-16.4% | $4,647+1.2% |
| Admin fee / account holder | $160 | $437-63.3% | $15,912-99.0% | $430-62.8% |