Filed July 9, 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 |
|---|---|---|
TIAA11+ years Service code 50 · EIN 13-1624203 | Direct Payment | $112,451 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 99 · EIN 36-4001764 | Other Fees | $32,767 |
CARON & BLETZER, PLLC5 years Filed as: CARON & BLETZER PLLC Service code 99 · EIN 04-3499945 | Other Fees | $11,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,371 | $67,984+266.8% | $65,493+280.8% | $74,304+235.6% |
| Participation rate | 89.8% | 66.3%+23.5pp | 73.1%+16.8pp | 60.3%+29.5pp |
| Annual return | 15.38% | 19.87%-4.5pp | 982.45%-967.1pp | 29.43%-14.1pp |
| Employer contribution / active EE | $8,272 | $2,491+232.1% | $2,574+221.4% | $2,241+269.1% |
| Participant deferral / active EE | $11,960 | $3,346+257.4% | $3,961+201.9% | $3,767+217.5% |
| Admin fee / account holder | $535 | $1,373-61.0% | $5,028-89.4% | $2,969-82.0% |