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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $38,412 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $12,823 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $8,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,502 | $79,124+44.7% | $60,874+88.1% | $64,808+76.7% |
| Participation rate | 81.9% | 77.7%+4.2pp | 73.1%+8.8pp | 71.5%+10.4pp |
| Annual return | -9.69% | -7.13%-2.6pp | 16.90%-26.6pp | 32.82%-42.5pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,706 | $3,725+53.2% | $3,817+49.5% | $4,310+32.4% |
| Admin fee / account holder | $58 | $106-44.8% | $3,224-98.2% | $188-68.9% |