Filed February 1, 2013 (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 9-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 |
|---|---|---|
Filed as: BIDDLE CAPITAL MANAGEMENT, INC Service code 27 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071115 | Advisory (Plan) | $38,452 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $24,818 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,195 | $65,557+92.5% | $64,056+97.0% | $71,457+76.6% |
| Participation rate | 97.8% | 73.2%+24.7pp | 72.3%+25.5pp | 67.9%+29.9pp |
| Annual return | 15.46% | 18.94%-3.5pp | 33.69%-18.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $4,868 | $2,669+82.4% | $2,747+77.3% | $2,588+88.1% |
| Participant deferral / active EE | $5,480 | $3,626+51.1% | $3,880+41.2% | $4,289+27.8% |
| Admin fee / account holder | $152 | $616-75.4% | $3,068-95.1% | $1,587-90.4% |