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 | $64,705+285.4% | $62,929+296.3% | $67,986+266.8% |
| Participation rate | 89.8% | 65.6%+24.2pp | 73.1%+16.7pp | 57.2%+32.6pp |
| Annual return | 15.38% | 20.31%-4.9pp | 1063.93%-1048.6pp | 31.67%-16.3pp |
| Employer contribution / active EE | $8,272 | $2,376+248.2% | $2,505+230.3% | $2,019+309.8% |
| Participant deferral / active EE | $11,960 | $3,198+274.0% | $3,888+207.6% | $3,358+256.2% |
| Admin fee / account holder | $535 | $1,428-62.5% | $5,065-89.4% | $3,203-83.3% |