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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $97,541 |
PLANPILOT, LLC6 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $19,709 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 301 SW ADAMS STREET · PEORIA, IL 61602 | Accounting | $17,950 |
AUGUSTANA COLLEGE1 year Service code 14 · EIN 36-2166962 | Plan Administrator | $6,374 |
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 | $95,133 | $83,884+13.4% | $64,056+48.5% | $74,419+27.8% |
| Participation rate | 99.6% | 76.6%+23.0pp | 72.3%+27.3pp | 70.7%+28.9pp |
| Annual return | 16.84% | 16.57%+0.3pp | 33.69%-16.8pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,277 | $3,084+6.3% | $2,747+19.3% | $2,637+24.3% |
| Participant deferral / active EE | $5,780 | $3,692+56.6% | $3,880+49.0% | $4,528+27.6% |
| Admin fee / account holder | $132 | $196-32.8% | $3,068-95.7% | $348-62.1% |