Filed March 9, 2006 (most recent of 2 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 |
|---|---|---|
UNIVERSITY OF EVANSVILLE1 year Service code 28 · EIN 35-0868074 | Investment Management | $19,600 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $375 |
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 | $136,963 | $95,542+43.4% | $69,455+97.2% | $67,579+102.7% |
| Participation rate | 97.6% | 79.4%+18.2pp | 74.6%+23.0pp | 71.3%+26.3pp |
| Annual return | 17.72% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $4,280 | $2,989+43.2% | $2,779+54.0% | $2,148+99.3% |
| Participant deferral / active EE | $4,365 | $3,263+33.8% | $3,535+23.5% | $3,539+23.3% |
| Admin fee / account holder | $16 | $90-82.6% | $3,839-99.6% | $142-89.0% |