Filed May 14, 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 |
|---|---|---|
TIAA2 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,601 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $10,953 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $5,543 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,147 | $69,763+30.7% | $67,502+35.0% | $74,495+22.4% |
| Participation rate | 90.1% | 71.4%+18.7pp | 72.9%+17.2pp | 67.2%+22.9pp |
| Annual return | 13.05% | -40.34%+53.4pp | 3512.12%-3499.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,622 | $2,704-3.0% | $2,731-4.0% | $2,623-0.1% |
| Participant deferral / active EE | $6,317 | $3,636+73.7% | $4,000+57.9% | $4,346+45.4% |
| Admin fee / account holder | $82 | $896-90.8% | $3,998-97.9% | $1,942-95.8% |