Filed August 28, 2007 (most recent of 3 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 | $38,774 |
CLAREMONT UNIVERSITY CONSORTIUM1 year Service code 28 · EIN 95-4786748 | Investment Management | $6,295 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,900 | $84,948+84.7% | $70,449+122.7% | $73,409+113.7% |
| Participation rate | 97.3% | 79.9%+17.4pp | 75.1%+22.3pp | 72.2%+25.2pp |
| Annual return | 12.27% | 13.39%-1.1pp | 109.03%-96.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $5,150 | $2,834+81.7% | $2,737+88.2% | $2,234+130.6% |
| Participant deferral / active EE | $3,056 | $3,387-9.8% | $3,709-17.6% | $3,805-19.7% |
| Admin fee / account holder | $59 | $98-39.6% | $3,845-98.5% | $158-62.4% |