Filed January 26, 2010 (most recent of 2 filings on file)
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 |
|---|---|---|
BUCK GLOBAL, LLC3 years Service code 17 · EIN 13-3954297 | Pension Consulting | $34,155 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $22,889 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $10,550 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,775 |
Filed as: FIDELITY INV INST OPS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,791 | $113,293+18.1% | $67,502+98.2% | $199,593-33.0% |
| Participation rate | 65.2% | 73.3%-8.1pp | 72.9%-7.7pp | 72.0%-6.8pp |
| Annual return | 12.31% | 15.88%-3.6pp | 3512.12%-3499.8pp | 34.25%-21.9pp |
| Employer contribution / active EE | $2,897 | $3,401-14.8% | $2,731+6.1% | $3,034-4.5% |
| Participant deferral / active EE | $3,371 | $4,159-18.9% | $4,000-15.7% | $5,087-33.7% |
| Admin fee / account holder | $54 | $103-47.6% | $3,998-98.7% | $269-80.0% |