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 |
|---|---|---|
TIAA8 years Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $106,042 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 301 SW ADAMS STREET · PEORIA, IL 61602 | Accounting | $24,202 |
PLANPILOT, LLC8 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $21,235 |
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 | $131,853 | $96,018+37.3% | $65,493+101.3% | $85,563+54.1% |
| Participation rate | 99.1% | 74.8%+24.3pp | 73.1%+26.0pp | 66.0%+33.1pp |
| Annual return | 16.32% | 14.51%+1.8pp | 982.45%-966.1pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,923 | $3,235-9.6% | $2,574+13.6% | $2,654+10.2% |
| Participant deferral / active EE | $6,032 | $4,055+48.8% | $3,961+52.3% | $4,375+37.9% |
| Admin fee / account holder | $162 | $271-40.3% | $5,028-96.8% | $834-80.6% |