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 |
|---|---|---|
TIAA5 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Investment advisory (plan); Recordkee... | $31,594 |
AMERICAN FUNDS7+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 27 · EIN 95-1411037 | Advisory (Plan) | $30 |
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 | $81,608 | $79,124+3.1% | $60,874+34.1% | $64,808+25.9% |
| Participation rate | 45.2% | 77.7%-32.5pp | 73.1%-27.9pp | 71.5%-26.3pp |
| Annual return | -11.41% | -7.13%-4.3pp | 16.90%-28.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,617 | $3,725-2.9% | $3,817-5.2% | $4,310-16.1% |
| Admin fee / account holder | $42 | $106-59.9% | $3,224-98.7% | $188-77.5% |