Filed September 11, 2012
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 8-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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $5,006 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $671 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,101 | $55,415-0.6% | $155,509-64.6% | $74,495-26.0% |
| Participation rate | 77.8% | 61.9%+15.9pp | 78.2%-0.4pp | 67.2%+10.6pp |
| Annual return | 15.07% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,077 | $2,267-52.5% | $4,672-77.0% | $2,623-59.0% |
| Participant deferral / active EE | $2,864 | $2,836+1.0% | $5,626-49.1% | $4,346-34.1% |
| Admin fee / account holder | $23 | $1,738-98.7% | $15,912-99.9% | $1,942-98.8% |