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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $103,961 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $47,528 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $19,160 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,341 | $91,762+38.8% | $67,502+88.6% | $77,643+64.0% |
| Participation rate | 94.8% | 75.9%+18.9pp | 72.9%+21.9pp | 70.6%+24.2pp |
| Annual return | 11.34% | 14.87%-3.5pp | 3512.12%-3500.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $3,290 | $3,181+3.4% | $2,731+20.5% | $2,726+20.7% |
| Participant deferral / active EE | $4,252 | $3,903+8.9% | $4,000+6.3% | $4,647-8.5% |
| Admin fee / account holder | $111 | $176-36.9% | $3,998-97.2% | $430-74.2% |