Filed May 6, 2011 (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 | $159,651 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $107,306 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,663 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $22,263 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
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 | $72,008 | $111,545-35.4% | $64,056+12.4% | $103,482-30.4% |
| Participation rate | 92.5% | 74.9%+17.6pp | 72.3%+20.2pp | 73.3%+19.3pp |
| Annual return | 18.26% | 17.80%+0.5pp | 33.69%-15.4pp | 33.11%-14.8pp |
| Employer contribution / active EE | $4,806 | $4,573+5.1% | $2,747+75.0% | $3,208+49.8% |
| Participant deferral / active EE | $5,594 | $4,715+18.6% | $3,880+44.2% | $5,207+7.4% |
| Admin fee / account holder | $29 | $45-35.8% | $3,068-99.1% | $114-74.6% |