Filed December 16, 2011
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 20-4751585 | Advisory (Participants) | $22,023 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $7,500 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,411 | $92,091+27.5% | $62,995+86.4% | $77,958+50.6% |
| Participation rate | 48.1% | 74.5%-26.4pp | 74.8%-26.7pp | 71.6%-23.5pp |
| Annual return | 14.85% | 16.23%-1.4pp | 87.57%-72.7pp | 20.87%-6.0pp |
| Employer contribution / active EE | $3,753 | $3,424+9.6% | $2,759+36.0% | $2,310+62.4% |
| Participant deferral / active EE | $2,178 | $3,361-35.2% | $3,329-34.6% | $3,537-38.4% |
| Admin fee / account holder | $30 | $48-38.1% | $3,600-99.2% | $97-69.5% |