Filed December 10, 2007 (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 Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $203,503 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 30-1413443 | Accounting | $72,962 |
Service code 16 · EIN 20-8532658 | Consulting | $52,500 |
Filed as: ARTHUR J GALLAGHER RISK MGMT SVCS Service code 22 · EIN 36-2151613 | Insurance Broker | $15,632 |
LOCKE LORD LLP1 year Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $9,393 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $5,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,080 | $91,621+22.3% | $67,511+66.0% | $77,671+44.3% |
| Participation rate | 97.7% | 76.0%+21.7pp | 72.9%+24.8pp | 70.6%+27.1pp |
| Annual return | 11.99% | 14.87%-2.9pp | 3517.41%-3505.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $5,774 | $3,184+81.4% | $2,733+111.3% | $2,726+111.8% |
| Participant deferral / active EE | $3,588 | $3,906-8.1% | $4,000-10.3% | $4,648-22.8% |
| Admin fee / account holder | $326 | $176+84.7% | $3,999-91.9% | $430-24.3% |