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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP4+ years Service code 10 · EIN 27-1728945 | Accounting | $15,300 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $9,603 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $952 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,432 | $95,542+22.9% | $69,455+69.1% | $67,579+73.8% |
| Participation rate | 75.9% | 79.4%-3.5pp | 74.6%+1.3pp | 71.3%+4.6pp |
| Annual return | 3.62% | 17.67%-14.1pp | 28.97%-25.4pp | 378.56%-374.9pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,037 | $3,263+85.0% | $3,535+70.8% | $3,539+70.6% |
| Admin fee / account holder | $37 | $90-58.9% | $3,839-99.0% | $142-74.0% |