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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,590 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $7,425 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $7,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,809 | $94,833+40.0% | $75,696+75.5% | $86,799+53.0% |
| Participation rate | 81.9% | 79.1%+2.8pp | 74.8%+7.0pp | 72.3%+9.6pp |
| Annual return | 12.69% | 16.91%-4.2pp | 104.53%-91.8pp | 97.91%-85.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,921 | $3,632+63.0% | $3,821+54.9% | $4,131+43.3% |
| Admin fee / account holder | $52 | $109-51.7% | $3,619-98.6% | $170-69.1% |