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 |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $77,687 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $43,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,737 | $84,948+39.8% | $70,449+68.5% | $73,409+61.7% |
| Participation rate | 96.6% | 79.9%+16.7pp | 75.1%+21.6pp | 72.2%+24.4pp |
| Annual return | 12.58% | 13.39%-0.8pp | 109.03%-96.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $3,950 | $2,834+39.4% | $2,737+44.4% | $2,234+76.9% |
| Participant deferral / active EE | $4,852 | $3,387+43.3% | $3,709+30.8% | $3,805+27.5% |
| Admin fee / account holder | $78 | $98-20.9% | $3,845-98.0% | $158-50.8% |