Filed January 31, 2013 (most recent of 3 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $80,612 |
PLANPILOT, LLC7 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $74,158 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $17,430 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,365 | $91,762+45.3% | $67,502+97.6% | $77,643+71.8% |
| Participation rate | 96.9% | 75.9%+21.0pp | 72.9%+24.0pp | 70.6%+26.3pp |
| Annual return | 12.46% | 14.87%-2.4pp | 3512.12%-3499.7pp | 31.24%-18.8pp |
| Employer contribution / active EE | $3,178 | $3,181-0.1% | $2,731+16.4% | $2,726+16.6% |
| Participant deferral / active EE | $3,904 | $3,9030% | $4,000-2.4% | $4,647-16.0% |
| Admin fee / account holder | $119 | $176-32.2% | $3,998-97.0% | $430-72.3% |