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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $85,077 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 26 · EIN 20-4751585 | Advisory (Participants) | $16,375 |
MAYER HOFFMAN MCCANN P.C.4 years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $15,700 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 26 · EIN 36-4001764 | Advisory (Participants) | $15,648 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $10,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,765 | $84,948+62.2% | $70,449+95.6% | $73,409+87.7% |
| Participation rate | 54.1% | 79.9%-25.9pp | 75.1%-21.0pp | 72.2%-18.1pp |
| Annual return | 13.83% | 13.39%+0.4pp | 109.03%-95.2pp | 59.29%-45.5pp |
| Employer contribution / active EE | $4,195 | $2,834+48.0% | $2,737+53.3% | $2,234+87.8% |
| Participant deferral / active EE | $3,221 | $3,387-4.9% | $3,709-13.2% | $3,805-15.4% |
| Admin fee / account holder | $106 | $98+8.2% | $3,845-97.2% | $158-32.7% |