Filed September 10, 2024 (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 |
|---|---|---|
Filed as: FIDUCIARY BENEFITS GROUP INC Service code 51 · EIN 87-3709842 36753 BRAKEN WAY · LAKE ELSINORE, CA 92532 | Investment Mgmt Fees | $131,381 |
TIAA2 years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Plan Administrator | $64,527 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,621 | $93,351-8.3% | $62,929+36.1% | $79,634+7.5% |
| Participation rate | 94.5% | 74.6%+19.9pp | 73.1%+21.4pp | 62.5%+32.0pp |
| Annual return | 4.21% | 14.37%-10.2pp | 1063.93%-1059.7pp | 36.46%-32.3pp |
| Employer contribution / active EE | $7,172 | $3,135+128.8% | $2,505+186.4% | $2,529+183.6% |
| Participant deferral / active EE | $0 | $3,921-100.0% | $3,888-100.0% | $3,835-100.0% |
| Admin fee / account holder | $184 | $229-19.7% | $5,065-96.4% | $1,002-81.6% |