Filed November 2, 2010 (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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $112,689 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $76,524 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $20,738 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $20,672 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,886 | $96,018+114.4% | $65,493+214.4% | $85,563+140.6% |
| Participation rate | 84.8% | 74.8%+9.9pp | 73.1%+11.7pp | 66.0%+18.8pp |
| Annual return | 9.71% | 14.51%-4.8pp | 982.45%-972.7pp | 31.51%-21.8pp |
| Employer contribution / active EE | $1,899 | $3,235-41.3% | $2,574-26.2% | $2,654-28.5% |
| Participant deferral / active EE | $1,780 | $4,055-56.1% | $3,961-55.1% | $4,375-59.3% |
| Admin fee / account holder | $146 | $271-45.9% | $5,028-97.1% | $834-82.5% |