Filed December 18, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $109,799 |
TIAA2 years Service code 16 730 THIRD AVE · NEW YORK, NY 100173206 | Consulting | $93,564 |
Filed as: GALLAGHER FIDUCIARY SERVICES, LLC Service code 16 · EIN 36-4291971 2850 GOLF RD · ROLLING MEADO, IL 60084 | Consulting | $35,000 |
BONADIO & CO., LLP9 years Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Accounting | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,966 | $113,293+93.3% | $67,502+224.4% | $199,593+9.7% |
| Participation rate | 96.9% | 73.3%+23.6pp | 72.9%+24.0pp | 72.0%+24.9pp |
| Annual return | 11.88% | 15.88%-4.0pp | 3512.12%-3500.2pp | 34.25%-22.4pp |
| Employer contribution / active EE | $9,688 | $3,401+184.9% | $2,731+254.8% | $3,034+219.3% |
| Participant deferral / active EE | $7,952 | $4,159+91.2% | $4,000+98.8% | $5,087+56.3% |
| Admin fee / account holder | $97 | $103-5.6% | $3,998-97.6% | $269-64.0% |