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 |
|---|---|---|
TIAA7 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Custodial (securities); Participant l... | $40,113 |
AMERICAN FUNDS9+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 27 · EIN 95-1411037 | Advisory (Plan) | $20 |
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 | $97,139 | $91,762+5.9% | $67,502+43.9% | $77,643+25.1% |
| Participation rate | 48.0% | 75.9%-27.9pp | 72.9%-24.9pp | 70.6%-22.5pp |
| Annual return | 20.14% | 14.87%+5.3pp | 3512.12%-3492.0pp | 31.24%-11.1pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,235 | $3,903+8.5% | $4,000+5.9% | $4,647-8.9% |
| Admin fee / account holder | $49 | $176-72.1% | $3,998-98.8% | $430-88.6% |