Filed January 9, 2004
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 |
|---|---|---|
CLEARVIEW GROUP1 year Filed as: CLEARVIEW ADVISORY Service code 27 · EIN 27-2579538 | Advisory (Plan) | $12,500 |
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $3,772 |
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 | $36,711 | $43,999-16.6% | $79,464-53.8% | $55,725-34.1% |
| Participation rate | 98.3% | 66.9%+31.4pp | 73.3%+25.0pp | 70.9%+27.5pp |
| Annual return | -3.88% | 1.81%-5.7pp | 718.14%-722.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,556 | $1,830+94.3% | $2,800+27.0% | $2,078+71.1% |
| Participant deferral / active EE | $2,497 | $2,538-1.6% | $3,704-32.6% | $3,356-25.6% |
| Admin fee / account holder | $28 | $118-76.3% | $5,113-99.5% | $115-75.9% |