Filed August 13, 2018 (most recent of 5 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 | $187,065 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $76,502 |
MP P.C.1 year Filed as: MP, P.C. Service code 10 · EIN 04-3191789 | Accounting | $18,165 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,803 | $113,293+93.1% | $67,502+224.1% | $199,593+9.6% |
| Participation rate | 98.0% | 73.3%+24.6pp | 72.9%+25.1pp | 72.0%+26.0pp |
| Annual return | 11.28% | 15.88%-4.6pp | 3512.12%-3500.8pp | 34.25%-23.0pp |
| Employer contribution / active EE | $7,101 | $3,401+108.8% | $2,731+160.0% | $3,034+134.0% |
| Participant deferral / active EE | $6,111 | $4,159+46.9% | $4,000+52.8% | $5,087+20.1% |
| Admin fee / account holder | $88 | $103-14.3% | $3,998-97.8% | $269-67.3% |