Filed April 24, 2003
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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $61,198 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $50,590 |
GAVION, LLC1 year Service code 26 · EIN 46-2642087 | Advisory (Participants) | $16,266 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $185,270 | $65,557+182.6% | $64,056+189.2% | $71,457+159.3% |
| Participation rate | 87.0% | 73.2%+13.9pp | 72.3%+14.7pp | 67.9%+19.1pp |
| Annual return | 9.84% | 18.94%-9.1pp | 33.69%-23.8pp | 28.85%-19.0pp |
| Employer contribution / active EE | $7,915 | $2,669+196.6% | $2,747+188.2% | $2,588+205.9% |
| Participant deferral / active EE | $4,170 | $3,626+15.0% | $3,880+7.5% | $4,289-2.8% |
| Admin fee / account holder | $334 | $616-45.8% | $3,068-89.1% | $1,587-79.0% |