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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $128,740 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $52,500 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,630 | $91,762+24.9% | $67,502+69.8% | $77,643+47.6% |
| Participation rate | 98.7% | 75.9%+22.8pp | 72.9%+25.8pp | 70.6%+28.1pp |
| Annual return | 11.93% | 14.87%-2.9pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,433 | $3,181-55.0% | $2,731-47.5% | $2,726-47.4% |
| Participant deferral / active EE | $4,598 | $3,903+17.8% | $4,000+14.9% | $4,647-1.1% |
| Admin fee / account holder | $143 | $176-18.6% | $3,998-96.4% | $430-66.7% |