Filed April 22, 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 |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $45,140 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $23,279 |
TWO WEST CAPITAL ADVISORS3 years Service code 28 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Investment Management | $14,681 |
FORVIS MAZARS, LLP1 year Service code 11 · EIN 44-0160260 14241 DALLAS PKWY, STE. 1100 · DALLAS, TX 752542961 | Actuarial | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,346 | $91,762-69.1% | $67,502-58.0% | $77,643-63.5% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 12.21% | 14.87%-2.7pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,871 | $3,181+21.7% | $2,731+41.8% | $2,726+42.0% |
| Participant deferral / active EE | $2,711 | $3,903-30.6% | $4,000-32.2% | $4,647-41.7% |
| Admin fee / account holder | $65 | $176-63.3% | $3,998-98.4% | $430-85.0% |