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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,507 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $25,525 |
BERRY DUNN6 years Filed as: BERRYDUNN Service code 10 · EIN 01-0523282 | Accounting | $14,500 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,742 | $83,884+33.2% | $64,056+74.4% | $74,419+50.2% |
| Participation rate | 89.3% | 76.6%+12.7pp | 72.3%+17.0pp | 70.7%+18.6pp |
| Annual return | 13.83% | 16.57%-2.7pp | 33.69%-19.9pp | 34.38%-20.5pp |
| Employer contribution / active EE | $1,991 | $3,084-35.4% | $2,747-27.5% | $2,637-24.5% |
| Participant deferral / active EE | $2,767 | $3,692-25.0% | $3,880-28.7% | $4,528-38.9% |
| Admin fee / account holder | $113 | $196-42.6% | $3,068-96.3% | $348-67.6% |