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 |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $92,192 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 301 SW ADAMS STREET · PEORIA, IL 61602 | Accounting | $21,740 |
PLANPILOT, LLC7 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $20,458 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,744 | $91,762+17.4% | $67,502+59.6% | $77,643+38.8% |
| Participation rate | 99.1% | 75.9%+23.2pp | 72.9%+26.2pp | 70.6%+28.5pp |
| Annual return | 14.10% | 14.87%-0.8pp | 3512.12%-3498.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $3,724 | $3,181+17.1% | $2,731+36.4% | $2,726+36.6% |
| Participant deferral / active EE | $5,940 | $3,903+52.2% | $4,000+48.5% | $4,647+27.8% |
| Admin fee / account holder | $130 | $176-26.4% | $3,998-96.8% | $430-69.9% |