Filed September 12, 2018 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,992 |
FIDUCIENT ADVISORS LLC1 year Service code 13 · EIN 36-4001764 | Contract Administrator | $7,642 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,158 | $100,227-0.1% | $169,993-41.1% | $74,419+34.6% |
| Participation rate | 75.4% | 87.3%-11.9pp | 87.0%-11.6pp | 70.7%+4.7pp |
| Annual return | 16.69% | 66.08%-49.4pp | 53.37%-36.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,880 | $4,263-55.9% | $6,785-72.3% | $2,637-28.7% |
| Participant deferral / active EE | $2,319 | $7,143-67.5% | $10,408-77.7% | $4,528-48.8% |
| Admin fee / account holder | $76 | $234-67.6% | $12,815-99.4% | $348-78.2% |