Filed November 14, 2003
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-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $106,215 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189067 | Advisory (Plan) | $28,000 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $14,438 |
AON CONSULTING1+ years Filed as: AON CONSULTING HEWITT ASSOCIATES Service code 16 · EIN 22-2232264 | Consulting | $11,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $58,859 | $63,964-8.0% | $147,614-60.1% | $67,505-12.8% |
| Participation rate | 57.0% | 68.6%-11.6pp | 84.6%-27.6pp | 71.2%-14.2pp |
| Annual return | 93.91% | 9.05%+84.9pp | 61.98%+31.9pp | 6.52%+87.4pp |
| Employer contribution / active EE | $2 | $1,618-99.9% | $5,564-100.0% | $2,173-99.9% |
| Participant deferral / active EE | $3,138 | $2,589+21.2% | $4,895-35.9% | $3,597-12.7% |
| Admin fee / account holder | $18 | $43-57.7% | $11,611-99.8% | $56-67.7% |