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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $52,325 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $24,782 |
BERRY DUNN5 years Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 | Accounting | $12,900 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,125 | $79,124+27.8% | $60,874+66.1% | $64,808+56.0% |
| Participation rate | 88.5% | 77.7%+10.8pp | 73.1%+15.4pp | 71.5%+17.1pp |
| Annual return | -9.86% | -7.13%-2.7pp | 16.90%-26.8pp | 32.82%-42.7pp |
| Employer contribution / active EE | $2,021 | $3,050-33.7% | $2,701-25.2% | $2,506-19.3% |
| Participant deferral / active EE | $2,756 | $3,725-26.0% | $3,817-27.8% | $4,310-36.1% |
| Admin fee / account holder | $104 | $106-1.2% | $3,224-96.8% | $188-44.4% |