Filed April 12, 2012
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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $48,926 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $43,093 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 · EIN 04-2530412 | Contract Administrator | $11,608 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,531 | $91,621+116.7% | $67,511+194.1% | $77,671+155.6% |
| Participation rate | 88.8% | 76.0%+12.8pp | 72.9%+15.9pp | 70.6%+18.2pp |
| Annual return | 11.25% | 14.87%-3.6pp | 3517.41%-3506.2pp | 31.21%-20.0pp |
| Employer contribution / active EE | $6,387 | $3,184+100.6% | $2,733+133.8% | $2,726+134.3% |
| Participant deferral / active EE | $7,048 | $3,906+80.4% | $4,000+76.2% | $4,648+51.6% |
| Admin fee / account holder | $170 | $176-3.7% | $3,999-95.8% | $430-60.6% |