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 |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,863,908 |
AON CONSULTING2 years Filed as: AON HEWITT INVESMENT CONSULTING,INC Service code 28 · EIN 36-3109431 | Investment Management | $69,384 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $26,285 |
NIXON PEABODY LLP5+ years Service code 28 · EIN 16-0764720 | Investment Management | $16,974 |
Annual investment return 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 | $136,228 | $129,352+5.3% | $70,449+93.4% | $106,222+28.2% |
| Participation rate | 86.6% | 73.1%+13.5pp | 75.1%+11.5pp | 70.8%+15.7pp |
| Annual return | 4.58% | 13.88%-9.3pp | 109.03%-104.4pp | 21.69%-17.1pp |
| Employer contribution / active EE | $4,335 | $5,470-20.7% | $2,737+58.4% | $2,723+59.2% |
| Participant deferral / active EE | $4,672 | $4,597+1.6% | $3,709+26.0% | $4,600+1.6% |
| Admin fee / account holder | $50 | $37+36.3% | $3,845-98.7% | $78-36.2% |