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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $92,710 |
Filed as: FIDUCIARY ADVISORS LLC Service code 26 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $25,352 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 500 BOYLSTON ST FL 4 · BOSTON, MA 021163740 | Accounting | $14,500 |
Service code 13 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 029141202 | Contract Administrator | $8,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,710 | $98,780+29.3% | $60,874+109.8% | $77,904+63.9% |
| Participation rate | 34.1% | 76.7%-42.6pp | 73.1%-39.0pp | 73.7%-39.6pp |
| Annual return | -12.49% | -11.56%-0.9pp | 16.90%-29.4pp | 12.21%-24.7pp |
| Employer contribution / active EE | $2,098 | $3,605-41.8% | $2,701-22.3% | $2,848-26.3% |
| Participant deferral / active EE | $1,409 | $4,200-66.4% | $3,817-63.1% | $4,806-70.7% |
| Admin fee / account holder | $101 | $89+13.7% | $3,224-96.9% | $133-24.0% |