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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $89,794 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $52,188 |
Filed as: CBIZ TOFIAS / MAYER HOFFMAN MCCANN Service code 10 · EIN 26-3753134 | Accounting | $26,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,427 | $79,124+39.6% | $60,874+81.4% | $64,808+70.4% |
| Participation rate | 92.6% | 77.7%+14.9pp | 73.1%+19.5pp | 71.5%+21.1pp |
| Annual return | -11.72% | -7.13%-4.6pp | 16.90%-28.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $3,440 | $3,050+12.8% | $2,701+27.3% | $2,506+37.3% |
| Participant deferral / active EE | $4,400 | $3,725+18.1% | $3,817+15.3% | $4,310+2.1% |
| Admin fee / account holder | $108 | $106+2.3% | $3,224-96.6% | $188-42.4% |