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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,305 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $29,775 |
BERRY DUNN3 years Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 | Accounting | $12,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,187 |
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 | $112,999 | $84,948+33.0% | $70,449+60.4% | $73,409+53.9% |
| Participation rate | 89.7% | 79.9%+9.7pp | 75.1%+14.6pp | 72.2%+17.5pp |
| Annual return | 12.94% | 13.39%-0.4pp | 109.03%-96.1pp | 59.29%-46.4pp |
| Employer contribution / active EE | $2,420 | $2,834-14.6% | $2,737-11.6% | $2,234+8.3% |
| Participant deferral / active EE | $3,252 | $3,387-4.0% | $3,709-12.3% | $3,805-14.5% |
| Admin fee / account holder | $117 | $98+18.8% | $3,845-97.0% | $158-26.2% |