Filed April 18, 2014
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $14,698 |
COHNREZNICK LLP1 year Service code 28 · EIN 22-1478099 | Investment Management | $7,015 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $5,016 |
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 | $106,089 | $95,542+11.0% | $69,455+52.7% | $67,579+57.0% |
| Participation rate | 88.4% | 79.4%+9.0pp | 74.6%+13.8pp | 71.3%+17.1pp |
| Annual return | 17.66% | 17.67%0pp | 28.97%-11.3pp | 378.56%-360.9pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,685 | $3,263+74.2% | $3,535+60.8% | $3,539+60.6% |
| Admin fee / account holder | $26 | $90-71.2% | $3,839-99.3% | $142-81.8% |