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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $109,783 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $56,175 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $22,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,464 | $83,884+29.3% | $64,056+69.3% | $74,419+45.7% |
| Participation rate | 98.0% | 76.6%+21.4pp | 72.3%+25.7pp | 70.7%+27.3pp |
| Annual return | 15.42% | 16.57%-1.2pp | 33.69%-18.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $5,754 | $3,084+86.6% | $2,747+109.5% | $2,637+118.2% |
| Participant deferral / active EE | $4,257 | $3,692+15.3% | $3,880+9.7% | $4,528-6.0% |
| Admin fee / account holder | $134 | $196-31.7% | $3,068-95.6% | $348-61.5% |