Filed November 20, 2008 (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-CREF Service code 18 · EIN 13-1624203 | Participant loan processing; Investme... | $39,135 |
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 27 · EIN 95-1411037 | Advisory (Plan) | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,251 | $94,833+4.7% | $75,696+31.1% | $86,799+14.3% |
| Participation rate | 48.0% | 79.1%-31.1pp | 74.8%-26.9pp | 72.3%-24.3pp |
| Annual return | 15.72% | 16.91%-1.2pp | 104.53%-88.8pp | 97.91%-82.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,899 | $3,632+7.4% | $3,821+2.0% | $4,131-5.6% |
| Admin fee / account holder | $55 | $109-49.4% | $3,619-98.5% | $170-67.6% |