Filed June 5, 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 |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $237,604 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $82,949 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $175,637 | $105,179+67.0% | $64,056+174.2% | $80,160+119.1% |
| Participation rate | 99.1% | 73.5%+25.6pp | 72.3%+26.8pp | 72.9%+26.2pp |
| Annual return | 14.24% | 20.34%-6.1pp | 33.69%-19.5pp | 40.38%-26.1pp |
| Employer contribution / active EE | $6,441 | $3,311+94.6% | $2,747+134.5% | $2,978+116.3% |
| Participant deferral / active EE | $5,388 | $4,020+34.0% | $3,880+38.9% | $5,017+7.4% |
| Admin fee / account holder | $89 | $113-21.8% | $3,068-97.1% | $145-38.9% |