Filed August 18, 2015
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 |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $34,102 |
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INSURANCE ANNUITY ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $7,003 |
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 | $131,540 | $69,763+88.6% | $67,502+94.9% | $74,495+76.6% |
| Participation rate | 99.4% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.2pp |
| Annual return | 11.25% | -40.34%+51.6pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $5,625 | $2,704+108.0% | $2,731+106.0% | $2,623+114.5% |
| Participant deferral / active EE | $7,503 | $3,636+106.4% | $4,000+87.6% | $4,346+72.6% |
| Admin fee / account holder | $82 | $896-90.8% | $3,998-97.9% | $1,942-95.8% |