Filed July 23, 2014 (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 |
|---|---|---|
DR ADVISORY SERVICES3 years Filed as: DR ADVISORY SERVICES LLC Service code 28 · EIN 20-5173405 | Investment Management | $13,956 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $1,300 |
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 | $99,602 | $84,948+17.3% | $70,449+41.4% | $73,409+35.7% |
| Participation rate | 98.6% | 79.9%+18.7pp | 75.1%+23.5pp | 72.2%+26.4pp |
| Annual return | 55.26% | 13.39%+41.9pp | 109.03%-53.8pp | 59.29%-4.0pp |
| Employer contribution / active EE | $4,396 | $2,834+55.1% | $2,737+60.6% | $2,234+96.8% |
| Participant deferral / active EE | $3,931 | $3,387+16.1% | $3,709+6.0% | $3,805+3.3% |
| Admin fee / account holder | $14 | $98-85.4% | $3,845-99.6% | $158-90.9% |