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 |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,656,915 |
AON CONSULTING1 year Filed as: AON HEWITT INVMENT CONSULTING, INC Service code 28 · EIN 36-3109431 | Investment Management | $98,000 |
BONADIO & CO., LLP7+ years Service code 10 · EIN 16-1131146 | Accounting | $27,350 |
NIXON PEABODY LLP7+ years Service code 28 · EIN 16-0764720 | Investment Management | $8,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,604 | $114,884+22.4% | $60,874+131.0% | $89,394+57.3% |
| Participation rate | 84.7% | 70.1%+14.7pp | 73.1%+11.6pp | 71.3%+13.5pp |
| Annual return | -11.80% | -13.42%+1.6pp | 16.90%-28.7pp | -11.89%+0.1pp |
| Employer contribution / active EE | $4,758 | $5,609-15.2% | $2,701+76.1% | $3,022+57.5% |
| Participant deferral / active EE | $5,528 | $4,846+14.1% | $3,817+44.8% | $5,123+7.9% |
| Admin fee / account holder | $44 | $37+19.2% | $3,224-98.6% | $79-44.0% |