Filed October 11, 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 |
|---|---|---|
Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $20,278 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $12,844 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,995 | $65,322+42.4% | $70,449+32.0% | $73,488+26.5% |
| Participation rate | 97.8% | 77.0%+20.8pp | 75.1%+22.7pp | 70.7%+27.1pp |
| Annual return | 10.76% | 15.71%-5.0pp | 109.03%-98.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $599 | $2,460-75.7% | $2,737-78.1% | $2,270-73.6% |
| Participant deferral / active EE | $2,615 | $3,375-22.5% | $3,709-29.5% | $3,740-30.1% |
| Admin fee / account holder | $94 | $214-56.1% | $3,845-97.6% | $513-81.7% |