Filed January 5, 2009 (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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $57,885 |
PLANPILOT, LLC2 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $8,500 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 17 · EIN 23-1945930 | Pension Consulting | $600 |
Filed as: FIDELITY INVEST INST'L OPS CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $390 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $100 |
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 | $71,673 | $95,542-25.0% | $69,455+3.2% | $67,579+6.1% |
| Participation rate | 99.5% | 79.4%+20.1pp | 74.6%+24.9pp | 71.3%+28.2pp |
| Annual return | 21.23% | 17.67%+3.6pp | 28.97%-7.7pp | 378.56%-357.3pp |
| Employer contribution / active EE | $5,097 | $2,989+70.6% | $2,779+83.4% | $2,148+137.3% |
| Participant deferral / active EE | $4,972 | $3,263+52.4% | $3,535+40.6% | $3,539+40.5% |
| Admin fee / account holder | $74 | $90-18.1% | $3,839-98.1% | $142-48.3% |