Filed October 8, 2013
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 |
|---|---|---|
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $121,500 |
Service code 16 · EIN 20-4668732 | Consulting | $78,303 |
LAIKEN ASSOCIATES, INC.1 year Service code 16 · EIN 13-1980835 | Consulting | $29,100 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 | Legal | $8,900 |
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 | Other Fees | $781 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Participant loan processing; Claims p... | $569 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $240 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $174,699 | $92,091+89.7% | $62,995+177.3% | $77,958+124.1% |
| Participation rate | 95.4% | 74.5%+21.0pp | 74.8%+20.6pp | 71.6%+23.8pp |
| Annual return | 13.54% | 16.23%-2.7pp | 87.57%-74.0pp | 20.87%-7.3pp |
| Employer contribution / active EE | $2,377 | $3,424-30.6% | $2,759-13.9% | $2,310+2.9% |
| Participant deferral / active EE | $2,239 | $3,361-33.4% | $3,329-32.8% | $3,537-36.7% |
| Admin fee / account holder | $63 | $48+31.3% | $3,600-98.3% | $97-35.4% |