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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $128,570 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189067 | Advisory (Plan) | $28,000 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $20,001 |
AON CONSULTING3+ years Filed as: AON CONSULTING HEWITT ASSOCIATES Service code 16 · EIN 22-2232264 | Consulting | $7,504 |
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 | $64,207 | $48,835+31.5% | $170,442-62.3% | $177,276-63.8% |
| Participation rate | 59.6% | 72.1%-12.5pp | 83.6%-24.0pp | 74.8%-15.3pp |
| Annual return | 15.73% | 19.44%-3.7pp | 205.93%-190.2pp | 21.25%-5.5pp |
| Employer contribution / active EE | $1 | $1,798-100.0% | $5,433-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,292 | $2,757+19.4% | $4,939-33.4% | $3,881-15.2% |
| Admin fee / account holder | $16 | $52-68.7% | $13,880-99.9% | $154-89.4% |