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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $70,198 |
PLANPILOT, LLC5 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $24,761 |
Filed as: LAW OFFICES OF ALLEN T. STEINBERG Service code 22 · EIN 20-5657685 811 ROSLYN PL. · EVANSTON, IL 60201 | Insurance Broker | $7,425 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 301 SW ADAMS STREET · PEORIA, IL 61602 | Accounting | $6,379 |
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 | $82,699 | $79,124+4.5% | $60,874+35.9% | $64,808+27.6% |
| Participation rate | 99.1% | 77.7%+21.4pp | 73.1%+26.0pp | 71.5%+27.7pp |
| Annual return | -12.67% | -7.13%-5.5pp | 16.90%-29.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $3,087 | $3,050+1.2% | $2,701+14.3% | $2,506+23.2% |
| Participant deferral / active EE | $5,503 | $3,725+47.7% | $3,817+44.2% | $4,310+27.7% |
| Admin fee / account holder | $106 | $106+0.8% | $3,224-96.7% | $188-43.3% |