Filed April 9, 2006 (most recent of 2 filings on file)
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 Service code 15 · EIN 13-1624203 | Recordkeeping | $65,692 |
CLAREMONT UNIVERSITY CONSORTIUM1 year Filed as: THE CLAREMONT COLLEGES SERVICES Service code 28 · EIN 95-4786748 | Investment Management | $5,445 |
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 | $153,713 | $95,542+60.9% | $69,455+121.3% | $67,579+127.5% |
| Participation rate | 75.7% | 79.4%-3.7pp | 74.6%+1.1pp | 71.3%+4.4pp |
| Annual return | 18.10% | 17.67%+0.4pp | 28.97%-10.9pp | 378.56%-360.5pp |
| Employer contribution / active EE | $6,133 | $2,989+105.2% | $2,779+120.7% | $2,148+185.5% |
| Participant deferral / active EE | $3,160 | $3,263-3.1% | $3,535-10.6% | $3,539-10.7% |
| Admin fee / account holder | $57 | $90-36.5% | $3,839-98.5% | $142-59.9% |