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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,585 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,304 |
Service code 26 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Advisory (Participants) | $788 |
MCF ADVISORS LLC3 years Filed as: MCF ADVISORS, LLC Service code 28 · EIN 20-0566061 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,896 | $52,293-39.0% | $178,490-82.1% | $73,409-56.6% |
| Participation rate | 76.5% | 65.3%+11.2pp | 81.9%-5.4pp | 72.2%+4.3pp |
| Annual return | 3.29% | 34.75%-31.5pp | 151.07%-147.8pp | 59.29%-56.0pp |
| Employer contribution / active EE | $1,932 | $1,735+11.3% | $5,011-61.4% | $2,234-13.5% |
| Participant deferral / active EE | $1,851 | $2,332-20.6% | $5,202-64.4% | $3,805-51.4% |
| Admin fee / account holder | $34 | $127-73.4% | $13,984-99.8% | $158-78.6% |