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 INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $135,852 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $104,765 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $22,351 |
Filed as: SAGEVIEW ADVISORY GROUP, LLP Service code 28 · EIN 33-0818667 | Investment Management | $18,750 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE TRUST Service code 21 1100 ABERNATHU RD. NE, #400 · ATLANTA, GA 30328 | Bank Trustee | $262 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,483 | $204,517-31.8% | $69,455+100.8% | $77,787+79.3% |
| Participation rate | 58.2% | 74.6%-16.4pp | 74.6%-16.4pp | 73.2%-15.0pp |
| Annual return | 18.26% | 22.10%-3.8pp | 28.97%-10.7pp | 32.57%-14.3pp |
| Employer contribution / active EE | $4,531 | $3,548+27.7% | $2,779+63.1% | $2,504+80.9% |
| Participant deferral / active EE | $2,311 | $3,478-33.6% | $3,535-34.6% | $3,967-41.7% |
| Admin fee / account holder | $65 | $101-35.6% | $3,839-98.3% | $100-35.2% |