Filed June 28, 2016 (most recent of 3 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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $40,617 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $27,823 |
BERRY DUNN1 year Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 | Accounting | $11,800 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,634 |
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 | $98,189 | $70,083+40.1% | $59,878+64.0% | $55,725+76.2% |
| Participation rate | 87.6% | 78.4%+9.2pp | 74.7%+12.9pp | 70.9%+16.7pp |
| Annual return | -2.12% | 3.13%-5.3pp | 3.46%-5.6pp | 244.93%-247.1pp |
| Employer contribution / active EE | $2,335 | $2,878-18.9% | $2,722-14.2% | $2,078+12.3% |
| Participant deferral / active EE | $3,408 | $3,079+10.7% | $3,402+0.2% | $3,356+1.6% |
| Admin fee / account holder | $107 | $70+52.0% | $3,590-97.0% | $115-7.2% |