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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $285,764 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $53,034 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $21,050 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $245 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $205,115 | $115,444+77.7% | $65,493+213.2% | $102,872+99.4% |
| Participation rate | 98.8% | 71.2%+27.6pp | 73.1%+25.7pp | 73.0%+25.7pp |
| Annual return | 14.03% | 15.94%-1.9pp | 982.45%-968.4pp | 19.06%-5.0pp |
| Employer contribution / active EE | $7,048 | $3,409+106.7% | $2,574+173.8% | $3,526+99.9% |
| Participant deferral / active EE | $5,811 | $4,118+41.1% | $3,961+46.7% | $5,535+5.0% |
| Admin fee / account holder | $98 | $123-20.4% | $5,028-98.1% | $292-66.5% |