Filed May 29, 2003 (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 | $85,672 |
Filed as: THE CLAREMONT COLLEGES SERVICES Service code 28 · EIN 95-4786748 | Investment Management | $9,564 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,001 | $204,517-30.1% | $69,455+105.9% | $77,787+83.8% |
| Participation rate | 97.8% | 74.6%+23.2pp | 74.6%+23.2pp | 73.2%+24.6pp |
| Annual return | 17.53% | 22.10%-4.6pp | 28.97%-11.4pp | 32.57%-15.0pp |
| Employer contribution / active EE | $5,369 | $3,548+51.3% | $2,779+93.2% | $2,504+114.4% |
| Participant deferral / active EE | $3,171 | $3,478-8.8% | $3,535-10.3% | $3,967-20.1% |
| Admin fee / account holder | $47 | $101-53.1% | $3,839-98.8% | $100-52.9% |