Filed January 9, 2015
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,582 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $45,836 |
RKL LLP4 years Service code 10 · EIN 23-2108173 | Accounting | $20,800 |
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 | $169,595 | $96,018+76.6% | $65,493+158.9% | $85,563+98.2% |
| Participation rate | 86.2% | 74.8%+11.4pp | 73.1%+13.1pp | 66.0%+20.2pp |
| Annual return | 13.93% | 14.51%-0.6pp | 982.45%-968.5pp | 31.51%-17.6pp |
| Employer contribution / active EE | $2,636 | $3,235-18.5% | $2,574+2.4% | $2,654-0.7% |
| Participant deferral / active EE | $3,392 | $4,055-16.3% | $3,961-14.4% | $4,375-22.5% |
| Admin fee / account holder | $148 | $271-45.3% | $5,028-97.1% | $834-82.2% |