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 |
|---|---|---|
TIAA6 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Participant loan processing; Investme... | $32,389 |
AMERICAN FUNDS8+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,341 | $83,884+2.9% | $64,056+34.8% | $74,419+16.0% |
| Participation rate | 45.3% | 76.6%-31.3pp | 72.3%-27.0pp | 70.7%-25.4pp |
| Annual return | 12.16% | 16.57%-4.4pp | 33.69%-21.5pp | 34.38%-22.2pp |
| Employer contribution / active EE | $1 | $3,084-100.0% | $2,747-99.9% | $2,637-99.9% |
| Participant deferral / active EE | $3,721 | $3,692+0.8% | $3,880-4.1% | $4,528-17.8% |
| Admin fee / account holder | $42 | $196-78.6% | $3,068-98.6% | $348-88.0% |