Filed November 29, 2005 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,811 |
TIAA3 years Filed as: TIAA - TEACHEDRS INSURANCE AND ANNU Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,413 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,095 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,432 | $115,444-84.9% | $65,493-73.4% | $102,872-83.1% |
| Participation rate | 93.8% | 71.2%+22.7pp | 73.1%+20.7pp | 73.0%+20.8pp |
| Annual return | 18.25% | 15.94%+2.3pp | 982.45%-964.2pp | 19.06%-0.8pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,574-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $4,165 | $4,118+1.1% | $3,961+5.1% | $5,535-24.8% |
| Admin fee / account holder | $8 | $123-93.2% | $5,028-99.8% | $292-97.1% |