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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $40,891 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $10,582 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $7,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,693 | $83,884+55.8% | $64,056+104.0% | $74,419+75.6% |
| Participation rate | 87.0% | 76.6%+10.4pp | 72.3%+14.7pp | 70.7%+16.3pp |
| Annual return | 16.03% | 16.57%-0.5pp | 33.69%-17.7pp | 34.38%-18.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,811 | $3,692+57.4% | $3,880+49.8% | $4,528+28.3% |
| Admin fee / account holder | $58 | $196-70.7% | $3,068-98.1% | $348-83.5% |