Filed July 5, 2017 (most recent of 4 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $131,227 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $39,731 |
MCSOLEY MCCOY & CO2 years Service code 10 · EIN 03-0327374 | Accounting | $14,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $263,951 | $91,762+187.6% | $67,502+291.0% | $77,643+240.0% |
| Participation rate | 79.0% | 75.9%+3.1pp | 72.9%+6.1pp | 70.6%+8.4pp |
| Annual return | 10.83% | 14.87%-4.0pp | 3512.12%-3501.3pp | 31.24%-20.4pp |
| Employer contribution / active EE | $5,387 | $3,181+69.3% | $2,731+97.3% | $2,726+97.6% |
| Participant deferral / active EE | $5,758 | $3,903+47.5% | $4,000+44.0% | $4,647+23.9% |
| Admin fee / account holder | $131 | $176-25.6% | $3,998-96.7% | $430-69.6% |