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 |
|---|---|---|
TIAA8 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Investment advisory (plan); Custodial... | $51,725 |
AMERICAN FUNDS10+ 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.
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 | $99,641 | $96,018+3.8% | $65,493+52.1% | $85,563+16.5% |
| Participation rate | 55.1% | 74.8%-19.7pp | 73.1%-18.0pp | 66.0%-10.9pp |
| Annual return | 11.06% | 14.51%-3.5pp | 982.45%-971.4pp | 31.51%-20.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,574-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,498 | $4,055+10.9% | $3,961+13.5% | $4,375+2.8% |
| Admin fee / account holder | $63 | $271-76.5% | $5,028-98.7% | $834-92.4% |