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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,440 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $36,861 |
Filed as: CBIZ TOFIAS / MAYER HOFFMAN MCCANN Service code 10 · EIN 26-3753134 | Accounting | $20,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,102 | $83,884+45.6% | $64,056+90.6% | $74,419+64.1% |
| Participation rate | 95.4% | 76.6%+18.8pp | 72.3%+23.1pp | 70.7%+24.6pp |
| Annual return | 13.79% | 16.57%-2.8pp | 33.69%-19.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $3,508 | $3,084+13.8% | $2,747+27.7% | $2,637+33.0% |
| Participant deferral / active EE | $4,414 | $3,692+19.6% | $3,880+13.8% | $4,528-2.5% |
| Admin fee / account holder | $97 | $196-50.3% | $3,068-96.8% | $348-72.0% |