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 |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $42,927 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $15,040 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $5,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,183 | $60,323+13.0% | $81,812-16.7% | $74,495-8.5% |
| Participation rate | 94.3% | 62.9%+31.4pp | 72.3%+22.0pp | 67.2%+27.1pp |
| Annual return | 15.11% | 16.90%-1.8pp | 773.79%-758.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,017 | $2,620+53.3% | $2,912+37.9% | $2,623+53.1% |
| Participant deferral / active EE | $6,182 | $3,387+82.5% | $4,319+43.2% | $4,346+42.3% |
| Admin fee / account holder | $117 | $1,486-92.1% | $7,386-98.4% | $1,942-94.0% |