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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $97,175 |
PLANPILOT, LLC4 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $18,915 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $9,549 |
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 | $99,982 | $94,833+5.4% | $75,696+32.1% | $86,799+15.2% |
| Participation rate | 99.5% | 79.1%+20.4pp | 74.8%+24.6pp | 72.3%+27.2pp |
| Annual return | 14.48% | 16.91%-2.4pp | 104.53%-90.0pp | 97.91%-83.4pp |
| Employer contribution / active EE | $3,173 | $2,904+9.3% | $2,743+15.7% | $2,405+31.9% |
| Participant deferral / active EE | $5,391 | $3,632+48.4% | $3,821+41.1% | $4,131+30.5% |
| Admin fee / account holder | $130 | $109+19.8% | $3,619-96.4% | $170-23.3% |