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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $84,171 |
CLAREMONT UNIVERSITY CONSORTIUM2 years Filed as: THE CLAREMONT COLLEGES SERVICES Service code 28 · EIN 95-4786748 | Investment Management | $12,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,416 | $84,948+99.4% | $70,449+140.5% | $73,409+130.8% |
| Participation rate | 72.1% | 79.9%-7.9pp | 75.1%-3.0pp | 72.2%-0.1pp |
| Annual return | 12.20% | 13.39%-1.2pp | 109.03%-96.8pp | 59.29%-47.1pp |
| Employer contribution / active EE | $5,969 | $2,834+110.6% | $2,737+118.1% | $2,234+167.2% |
| Participant deferral / active EE | $3,121 | $3,387-7.9% | $3,709-15.9% | $3,805-18.0% |
| Admin fee / account holder | $77 | $98-21.4% | $3,845-98.0% | $158-51.2% |