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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $74,357 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 26 · EIN 81-3968784 | Advisory (Participants) | $69,795 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,734 | $69,763+182.0% | $67,502+191.4% | $74,495+164.1% |
| Participation rate | 92.9% | 71.4%+21.5pp | 72.9%+20.0pp | 67.2%+25.7pp |
| Annual return | 12.35% | -40.34%+52.7pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $8,842 | $2,704+227.0% | $2,731+223.8% | $2,623+237.1% |
| Participant deferral / active EE | $4,732 | $3,636+30.1% | $4,000+18.3% | $4,346+8.9% |
| Admin fee / account holder | $372 | $896-58.5% | $3,998-90.7% | $1,942-80.8% |