Filed January 24, 2008 (most recent of 4 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,245,366 |
AON CONSULTING3 years Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $93,198 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $50,000 |
NIXON PEABODY LLP10+ years Service code 29 · EIN 16-0764720 | Legal | $23,788 |
Service code 28 · EIN 13-3924088 | Investment Management | $22,439 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 49 · EIN 22-2232264 | Other Services | $17,468 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,440 | $140,769+29.6% | $65,493+178.6% | $140,769+29.6% |
| Participation rate | 87.5% | 74.2%+13.4pp | 73.1%+14.4pp | 74.2%+13.4pp |
| Annual return | 12.22% | 16.82%-4.6pp | 982.45%-970.2pp | 16.82%-4.6pp |
| Employer contribution / active EE | $5,583 | $3,906+42.9% | $2,574+116.9% | $3,906+42.9% |
| Participant deferral / active EE | $6,343 | $6,717-5.6% | $3,961+60.1% | $6,717-5.6% |
| Admin fee / account holder | $33 | $229-85.6% | $5,028-99.3% | $229-85.6% |