Filed March 17, 2011
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 13 · EIN 13-1624203 | Contract Administrator | $65,452 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,132 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $26,085 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,328 | $91,762+35.5% | $67,502+84.2% | $77,643+60.1% |
| Participation rate | 97.9% | 75.9%+22.0pp | 72.9%+25.0pp | 70.6%+27.3pp |
| Annual return | 13.21% | 14.87%-1.7pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,152 | $3,181-0.9% | $2,731+15.4% | $2,726+15.6% |
| Participant deferral / active EE | $4,723 | $3,903+21.0% | $4,000+18.1% | $4,647+1.6% |
| Admin fee / account holder | $59 | $176-66.6% | $3,998-98.5% | $430-86.4% |