Filed June 14, 2016 (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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $593,845 |
JOHNSON STERLING, INC.10+ years Service code 16 · EIN 63-0970725 | Consulting | $481,234 |
Service code 26 · EIN 94-3423851 | Advisory (Participants) | $23,958 |
THE WELCH GROUP10+ years Filed as: THE WELCH GROUP, LLC Service code 28 · EIN 63-1231262 | Investment Management | $19,797 |
Filed as: FIDELITY INV INS OPERATIONS Service code 37 · EIN 04-2647786 | Loan Processing | $2,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,933 | $67,672+179.2% | $155,567+21.4% | $99,061+90.7% |
| Participation rate | 84.8% | 67.2%+17.6pp | 78.2%+6.6pp | 71.6%+13.2pp |
| Annual return | 14.06% | 16.16%-2.1pp | 64.74%-50.7pp | 17.66%-3.6pp |
| Employer contribution / active EE | $10,428 | $2,262+360.9% | $4,674+123.1% | $3,261+219.8% |
| Participant deferral / active EE | $5,407 | $3,827+41.3% | $5,628-3.9% | $5,331+1.4% |
| Admin fee / account holder | $134 | $94+43.5% | $15,916-99.2% | $109+23.4% |