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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $71,177 |
PLANPILOT, LLC3 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $17,000 |
Filed as: FIDELITY INVEST INST'L OPS CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $340 |
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 | $90,414 | $84,948+6.4% | $70,449+28.3% | $73,409+23.2% |
| Participation rate | 99.7% | 79.9%+19.7pp | 75.1%+24.6pp | 72.2%+27.5pp |
| Annual return | 15.12% | 13.39%+1.7pp | 109.03%-93.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $4,016 | $2,834+41.7% | $2,737+46.8% | $2,234+79.8% |
| Participant deferral / active EE | $5,400 | $3,387+59.4% | $3,709+45.6% | $3,805+41.9% |
| Admin fee / account holder | $106 | $98+7.5% | $3,845-97.3% | $158-33.2% |