Filed February 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 | $99,703 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $85,194 |
GRANT THORNTON LLP8 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $20,620 |
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 | $232,665 | $113,293+105.4% | $67,502+244.7% | $199,593+16.6% |
| Participation rate | 96.6% | 73.3%+23.2pp | 72.9%+23.7pp | 72.0%+24.6pp |
| Annual return | 12.57% | 15.88%-3.3pp | 3512.12%-3499.6pp | 34.25%-21.7pp |
| Employer contribution / active EE | $6,571 | $3,401+93.2% | $2,731+140.6% | $3,034+116.6% |
| Participant deferral / active EE | $6,586 | $4,159+58.4% | $4,000+64.7% | $5,087+29.5% |
| Admin fee / account holder | $69 | $103-32.5% | $3,998-98.3% | $269-74.3% |