Filed February 2, 2010 (most recent of 5 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: FIDELITY INV INST OPS CO., INC Service code 37 · EIN 04-2647786 | Loan Processing | $225,647 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125,377 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 16 · EIN 74-1625348 | Consulting | $23,262 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 28 · EIN 33-0818667 | Investment Management | $18,750 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $12,857 |
TORREY WEALTH LLC4 years Service code 28 · EIN 85-3238457 | Investment Management | $11,346 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $420 |
ADP BROKER-DEALER8 years Service code 59 | Shareholder Servicing | $0 |
DWS FUNDS2 years Filed as: DWS DISTRIBUTORS, INC. Service code 59 · EIN 36-3976708 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,901 | $113,293+39.4% | $67,502+133.9% | $199,593-20.9% |
| Participation rate | 97.8% | 73.3%+24.4pp | 72.9%+24.9pp | 72.0%+25.8pp |
| Annual return | 12.99% | 15.88%-2.9pp | 3512.12%-3499.1pp | 34.25%-21.3pp |
| Employer contribution / active EE | $6,658 | $3,401+95.8% | $2,731+143.8% | $3,034+119.4% |
| Participant deferral / active EE | $4,457 | $4,159+7.2% | $4,000+11.4% | $5,087-12.4% |
| Admin fee / account holder | $115 | $103+12.2% | $3,998-97.1% | $269-57.2% |