Filed August 27, 2013 (most recent of 2 filings on file)
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 ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $35,001 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN Service code 28 · EIN 26-3753134 | Investment Management | $15,750 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $438 |
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 | $87,201 | $67,166+29.8% | $57,343+52.1% | $55,191+58.0% |
| Participation rate | 97.9% | 77.7%+20.2pp | 75.1%+22.8pp | 69.2%+28.7pp |
| Annual return | 2.37% | 4.22%-1.9pp | 24.39%-22.0pp | 10.78%-8.4pp |
| Employer contribution / active EE | $3,553 | $2,812+26.4% | $2,689+32.2% | $1,899+87.1% |
| Participant deferral / active EE | $4,794 | $2,835+69.1% | $3,162+51.6% | $3,046+57.4% |
| Admin fee / account holder | $34 | $44-21.8% | $3,356-99.0% | $91-62.5% |