Filed November 12, 2007 (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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $60,641 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,352 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $3,014 |
Filed as: VALIC ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $30 |
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 | $126,913 | $65,908+92.6% | $81,812+55.1% | $77,643+63.5% |
| Participation rate | 97.5% | 65.8%+31.7pp | 72.3%+25.2pp | 70.6%+26.9pp |
| Annual return | 13.73% | 26.64%-12.9pp | 773.79%-760.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $8,579 | $2,370+261.9% | $2,912+194.6% | $2,726+214.7% |
| Participant deferral / active EE | $5,365 | $3,505+53.0% | $4,319+24.2% | $4,647+15.4% |
| Admin fee / account holder | $119 | $526-77.4% | $7,386-98.4% | $430-72.3% |