Filed February 5, 2014
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 |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Service code 17 · EIN 04-3422848 | Pension Consulting | $51,600 |
GRANT THORNTON LLP8+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $22,928 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,263 |
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 | $125,681 | $79,124+58.8% | $60,874+106.5% | $64,808+93.9% |
| Participation rate | 74.3% | 77.7%-3.5pp | 73.1%+1.1pp | 71.5%+2.8pp |
| Annual return | -10.17% | -7.13%-3.0pp | 16.90%-27.1pp | 32.82%-43.0pp |
| Employer contribution / active EE | $2,957 | $3,050-3.0% | $2,701+9.5% | $2,506+18.0% |
| Participant deferral / active EE | $3,810 | $3,725+2.3% | $3,817-0.2% | $4,310-11.6% |
| Admin fee / account holder | $82 | $106-22.3% | $3,224-97.5% | $188-56.3% |