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 |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $123,978 |
FIDUCIENT ADVISORS LLC1 year Service code 26 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $35,602 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 53 STATE STREET, 17TH FLOOR · BOSTON, MA 02109 | Accounting | $14,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,532 | $91,762+64.0% | $67,502+123.0% | $77,643+93.9% |
| Participation rate | 97.0% | 75.9%+21.1pp | 72.9%+24.1pp | 70.6%+26.4pp |
| Annual return | 12.45% | 14.87%-2.4pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $6,433 | $3,181+102.3% | $2,731+135.6% | $2,726+136.0% |
| Participant deferral / active EE | $4,421 | $3,903+13.3% | $4,000+10.5% | $4,647-4.9% |
| Admin fee / account holder | $117 | $176-33.4% | $3,998-97.1% | $430-72.8% |