Filed February 3, 2005
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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $50,708 |
Filed as: FIDELITY INVEST. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $131,941 | $112,772+17.0% | $57,343+130.1% | $59,188+122.9% |
| Participation rate | 53.3% | 71.3%-18.0pp | 75.1%-21.7pp | 69.4%-16.1pp |
| Annual return | 1.33% | 0.85%+0.5pp | 24.39%-23.1pp | 5.51%-4.2pp |
| Employer contribution / active EE | $3,460 | $3,400+1.7% | $2,689+28.7% | $2,098+64.9% |
| Participant deferral / active EE | $3,934 | $3,010+30.7% | $3,162+24.4% | $3,265+20.5% |
| Admin fee / account holder | $24 | $144-83.0% | $3,356-99.3% | $92-73.5% |