Filed August 30, 2017 (most recent of 2 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 | $36,998 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $22,084 |
BONADIO & CO., LLP3 years Service code 10 · EIN 16-1131146 | Accounting | $11,037 |
Service code 50 · EIN 04-2647786 | Direct Payment | $198 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER - 25156A403 Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER - 25156G798 Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER - 25157M679 Service code 59 | Shareholder Servicing | $0 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST TRUSTEE Service code 21 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $94,675 | $70,083+35.1% | $59,878+58.1% | $55,725+69.9% |
| Participation rate | 0.0% | 78.4%-78.4pp | 74.7%-74.7pp | 70.9%-70.9pp |
| Annual return | -2.26% | 3.13%-5.4pp | 3.46%-5.7pp | 244.93%-247.2pp |
| Employer contribution / active EE | $3,020 | $2,878+4.9% | $2,722+11.0% | $2,078+45.3% |
| Participant deferral / active EE | $3,590 | $3,079+16.6% | $3,402+5.5% | $3,356+7.0% |
| Admin fee / account holder | $57 | $70-18.4% | $3,590-98.4% | $115-50.2% |