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 INSURANCE & ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $42,628 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 301 SW ADAMS ST, STE 1000 · PEORIA, IL 61602 | Accounting | $10,001 |
PLANPILOT, LLC4 years Service code 17 · EIN 45-4168388 | Pension Consulting | $8,958 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $122,689 | $94,833+29.4% | $75,696+62.1% | $86,799+41.3% |
| Participation rate | 97.9% | 79.1%+18.8pp | 74.8%+23.1pp | 72.3%+25.6pp |
| Annual return | 19.81% | 16.91%+2.9pp | 104.53%-84.7pp | 97.91%-78.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $81 | $109-25.2% | $3,619-97.8% | $170-52.1% |