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 INSURANCE & ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $39,485 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 301 SW ADAMS ST, STE 1000 · PEORIA, IL 61602 | Accounting | $13,650 |
PLANPILOT, LLC7 years Service code 17 · EIN 45-4168388 | Pension Consulting | $13,451 |
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 | $130,965 | $69,763+87.7% | $67,502+94.0% | $74,495+75.8% |
| Participation rate | 95.2% | 71.4%+23.9pp | 72.9%+22.4pp | 67.2%+28.0pp |
| Annual return | 15.70% | -40.34%+56.0pp | 3512.12%-3496.4pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $98 | $896-89.1% | $3,998-97.6% | $1,942-95.0% |