Filed June 5, 2007 (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 |
|---|---|---|
TIAA1+ years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $581 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,428 | $67,166-57.7% | $57,343-50.4% | $55,191-48.5% |
| Participation rate | 58.3% | 77.7%-19.4pp | 75.1%-16.8pp | 69.2%-10.9pp |
| Annual return | 1.32% | 4.22%-2.9pp | 24.39%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,253 | $2,812-19.9% | $2,689-16.2% | $1,899+18.6% |
| Participant deferral / active EE | $887 | $2,835-68.7% | $3,162-72.0% | $3,046-70.9% |
| Admin fee / account holder | $1 | $44-97.7% | $3,356-100.0% | $91-98.9% |