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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,323 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $22,975 |
BERRY DUNN2 years Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 | Accounting | $11,950 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,190 |
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 | $104,962 | $95,542+9.9% | $69,455+51.1% | $67,579+55.3% |
| Participation rate | 93.4% | 79.4%+14.0pp | 74.6%+18.8pp | 71.3%+22.1pp |
| Annual return | 15.27% | 17.67%-2.4pp | 28.97%-13.7pp | 378.56%-363.3pp |
| Employer contribution / active EE | $2,359 | $2,989-21.1% | $2,779-15.1% | $2,148+9.8% |
| Participant deferral / active EE | $3,309 | $3,263+1.4% | $3,535-6.4% | $3,539-6.5% |
| Admin fee / account holder | $100 | $90+11.0% | $3,839-97.4% | $142-29.9% |