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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $104,006 |
Service code 14 · EIN 23-2825881 | Plan Administrator | $39,971 |
AON CONSULTING2+ years Filed as: AON CONSULTING HEWITT ASSOCIATES Service code 16 · EIN 22-2232264 | Consulting | $34,544 |
PORTFOLIO EVALUATIONS, INC.2+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189067 | Advisory (Plan) | $28,000 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $25,884 |
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.
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 | $58,429 | $43,110+35.5% | $156,549-62.7% | $65,292-10.5% |
| Participation rate | 59.5% | 69.3%-9.8pp | 84.0%-24.5pp | 72.4%-12.9pp |
| Annual return | 7.01% | 11.24%-4.2pp | 32.23%-25.2pp | 11.84%-4.8pp |
| Employer contribution / active EE | $1 | $1,702-99.9% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $3,123 | $2,520+23.9% | $4,871-35.9% | $3,579-12.7% |
| Admin fee / account holder | $19 | $47-58.8% | $13,027-99.9% | $57-66.1% |