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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $108,962 |
Filed as: FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4001764 | Advisory (Participants) | $24,877 |
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 · EIN 43-1947695 | Accounting | $11,600 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $8,646 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 26 · EIN 36-4001764 | Advisory (Participants) | $8,062 |
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 | $155,393 | $120,057+29.4% | $75,696+105.3% | $93,030+67.0% |
| Participation rate | 60.1% | 77.3%-17.2pp | 74.8%-14.7pp | 73.9%-13.8pp |
| Annual return | 12.85% | 19.62%-6.8pp | 104.53%-91.7pp | 158.70%-145.9pp |
| Employer contribution / active EE | $2,869 | $3,253-11.8% | $2,743+4.6% | $2,706+6.0% |
| Participant deferral / active EE | $2,550 | $4,089-37.6% | $3,821-33.3% | $4,562-44.1% |
| Admin fee / account holder | $121 | $81+48.6% | $3,619-96.7% | $152-20.2% |