Filed March 26, 1998
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 |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $17,051 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,489 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,955 | $69,763+59.0% | $67,502+64.4% | $74,495+48.9% |
| Participation rate | 98.1% | 71.4%+26.7pp | 72.9%+25.2pp | 67.2%+30.9pp |
| Annual return | 13.34% | -40.34%+53.7pp | 3512.12%-3498.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,142 | $2,704+53.2% | $2,731+51.7% | $2,623+57.9% |
| Participant deferral / active EE | $6,069 | $3,636+66.9% | $4,000+51.7% | $4,346+39.6% |
| Admin fee / account holder | $33 | $896-96.3% | $3,998-99.2% | $1,942-98.3% |