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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,294,106 |
AON CONSULTING2 years Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $98,000 |
Service code 28 · EIN 13-3924088 | Investment Management | $46,360 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $45,000 |
NIXON PEABODY LLP9+ years Service code 29 · EIN 16-0764720 | Legal | $32,911 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,505 | $145,906+18.2% | $67,502+155.6% | $106,382+62.2% |
| Participation rate | 85.2% | 67.1%+18.0pp | 72.9%+12.3pp | 69.9%+15.3pp |
| Annual return | 14.03% | 15.10%-1.1pp | 3512.12%-3498.1pp | 17.37%-3.3pp |
| Employer contribution / active EE | $5,048 | $6,028-16.3% | $2,731+84.9% | $3,364+50.1% |
| Participant deferral / active EE | $5,847 | $5,093+14.8% | $4,000+46.2% | $5,569+5.0% |
| Admin fee / account holder | $36 | $38-4.2% | $3,998-99.1% | $79-54.2% |