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 ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $35,000 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 26-3753134 | Accounting | $15,750 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,515 |
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 | $100,684 | $74,552+35.1% | $62,995+59.8% | $69,631+44.6% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 14.90% | 15.77%-0.9pp | 87.57%-72.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $3,478 | $2,929+18.7% | $2,759+26.1% | $2,032+71.2% |
| Participant deferral / active EE | $4,586 | $2,974+54.2% | $3,329+37.7% | $3,224+42.3% |
| Admin fee / account holder | $35 | $59-41.9% | $3,600-99.0% | $110-68.7% |