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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $67,413 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $55,367 |
RKL LLP3 years Service code 10 · EIN 23-2108173 | Accounting | $18,720 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $154,267 | $91,621+68.4% | $67,511+128.5% | $77,671+98.6% |
| Participation rate | 82.4% | 76.0%+6.4pp | 72.9%+9.5pp | 70.6%+11.8pp |
| Annual return | 10.87% | 14.87%-4.0pp | 3517.41%-3506.5pp | 31.21%-20.3pp |
| Employer contribution / active EE | $2,634 | $3,184-17.3% | $2,733-3.6% | $2,726-3.4% |
| Participant deferral / active EE | $3,294 | $3,906-15.7% | $4,000-17.6% | $4,648-29.1% |
| Admin fee / account holder | $142 | $176-19.6% | $3,999-96.5% | $430-67.1% |