Filed November 6, 2015 (most recent of 4 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $111,936 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $18,375 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,736 | $79,124+27.3% | $60,874+65.5% | $64,808+55.4% |
| Participation rate | 95.8% | 77.7%+18.1pp | 73.1%+22.7pp | 71.5%+24.4pp |
| Annual return | -12.58% | -7.13%-5.4pp | 16.90%-29.5pp | 32.82%-45.4pp |
| Employer contribution / active EE | $6,955 | $3,050+128.0% | $2,701+157.4% | $2,506+177.5% |
| Participant deferral / active EE | $4,615 | $3,725+23.9% | $3,817+20.9% | $4,310+7.1% |
| Admin fee / account holder | $108 | $106+2.0% | $3,224-96.7% | $188-42.6% |