Filed September 11, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $382,297 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,594 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $62,345 |
NIXON PEABODY LLP6 years Service code 29 · EIN 16-0764720 | Legal | $53,792 |
TIAA4 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $5,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,252 | $67,679+142.7% | $155,509+5.6% | $99,062+65.8% |
| Participation rate | 57.9% | 67.2%-9.3pp | 78.2%-20.3pp | 71.6%-13.7pp |
| Annual return | 17.64% | 16.16%+1.5pp | 64.67%-47.0pp | 17.66%0pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $1,215 | $3,828-68.3% | $5,626-78.4% | $5,331-77.2% |
| Admin fee / account holder | $117 | $94+25.1% | $15,912-99.3% | $109+7.5% |