Filed June 20, 2008
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 |
|---|---|---|
TIAA9+ years Service code 13 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $33,171 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $23,009 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $7,816 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,641 | $65,557+32.2% | $64,056+35.3% | $71,457+21.2% |
| Participation rate | 93.3% | 73.2%+20.1pp | 72.3%+21.0pp | 67.9%+25.3pp |
| Annual return | 15.24% | 18.94%-3.7pp | 33.69%-18.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,020 | $2,669-24.3% | $2,747-26.5% | $2,588-21.9% |
| Participant deferral / active EE | $4,235 | $3,626+16.8% | $3,880+9.2% | $4,289-1.2% |
| Admin fee / account holder | $143 | $616-76.8% | $3,068-95.3% | $1,587-91.0% |