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 INSURANCE & ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $34,383 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 301 SW ADAMS ST, STE 1000 · PEORIA, IL 61602 | Accounting | $12,911 |
PLANPILOT, LLC6 years Service code 17 · EIN 45-4168388 | Pension Consulting | $9,656 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,805 | $65,557+81.2% | $64,056+85.5% | $71,457+66.3% |
| Participation rate | 95.1% | 73.2%+21.9pp | 72.3%+22.8pp | 67.9%+27.1pp |
| Annual return | 9.43% | 18.94%-9.5pp | 33.69%-24.3pp | 28.85%-19.4pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $85 | $616-86.2% | $3,068-97.2% | $1,587-94.6% |