Filed July 31, 2015 (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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $66,040 |
Filed as: BARNES DENNIG & CO. LTD Service code 28 · EIN 31-1119890 | Investment Management | $10,500 |
MCF ADVISORS LLC1 year Filed as: MCF ADVISORS, LLC Service code 28 · EIN 20-0566061 | Investment Management | $7,875 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,448 |
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 | $26,554 | $37,196-28.6% | $154,107-82.8% | $55,725-52.3% |
| Participation rate | 89.0% | 64.1%+24.9pp | 83.0%+6.0pp | 70.9%+18.2pp |
| Annual return | 9.60% | 1319.68%-1310.1pp | 735.12%-725.5pp | 244.93%-235.3pp |
| Employer contribution / active EE | $1,456 | $1,614-9.8% | $5,298-72.5% | $2,078-29.9% |
| Participant deferral / active EE | $1,862 | $2,068-10.0% | $5,081-63.3% | $3,356-44.5% |
| Admin fee / account holder | $128 | $102+26.0% | $13,411-99.0% | $115+11.1% |