Filed January 13, 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 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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $191,825 |
ENDEAVOR RETIREMENT, LLC1 year Service code 17 · EIN 86-2036949 | Pension Consulting | $23,868 |
Filed as: PRUDENT INVESTOR ADVISORS,LLC Service code 28 · EIN 65-1306741 | Investment Management | $19,123 |
KBF CPAS LLP1 year Service code 10 · EIN 82-1030164 | Accounting | $18,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,633 | $113,293+33.0% | $67,502+123.2% | $199,593-24.5% |
| Participation rate | 66.1% | 73.3%-7.2pp | 72.9%-6.8pp | 72.0%-5.9pp |
| Annual return | 12.39% | 15.88%-3.5pp | 3512.12%-3499.7pp | 34.25%-21.9pp |
| Employer contribution / active EE | $3,545 | $3,401+4.2% | $2,731+29.8% | $3,034+16.8% |
| Participant deferral / active EE | $3,265 | $4,159-21.5% | $4,000-18.4% | $5,087-35.8% |
| Admin fee / account holder | $157 | $103+52.7% | $3,998-96.1% | $269-41.8% |