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 INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $43,907 |
CLIFTONLARSONALLEN LLP6 years Service code 10 · EIN 41-0746749 | Accounting | $18,438 |
PLANPILOT, LLC8 years Service code 17 · EIN 45-4168388 | Pension Consulting | $13,957 |
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 | $142,545 | $67,984+109.7% | $65,493+117.6% | $74,304+91.8% |
| Participation rate | 94.4% | 66.3%+28.1pp | 73.1%+21.4pp | 60.3%+34.1pp |
| Annual return | 10.47% | 19.87%-9.4pp | 982.45%-972.0pp | 29.43%-19.0pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $121 | $1,373-91.2% | $5,028-97.6% | $2,969-95.9% |