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 |
|---|---|---|
BIDDLE CAPITAL MANAGEMENT2 years Filed as: BIDDLE CAPITAL MANAGEMENT, INC Service code 27 · EIN 52-2044910 5807 KENNETT PIKE · WILMINGTON, DE 198071115 | Advisory (Plan) | $45,609 |
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $29,631 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 106043027 | Plan Administrator | $15,351 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,066 | $69,763+97.9% | $67,502+104.5% | $74,495+85.3% |
| Participation rate | 97.3% | 71.4%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 12.17% | -40.34%+52.5pp | 3512.12%-3500.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $4,742 | $2,704+75.4% | $2,731+73.6% | $2,623+80.8% |
| Participant deferral / active EE | $4,774 | $3,636+31.3% | $4,000+19.4% | $4,346+9.9% |
| Admin fee / account holder | $228 | $896-74.5% | $3,998-94.3% | $1,942-88.3% |