Filed March 17, 2006
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 | $89,025 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,000 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $7,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,214 | $79,124+57.0% | $60,874+104.1% | $64,808+91.7% |
| Participation rate | 96.5% | 77.7%+18.8pp | 73.1%+23.4pp | 71.5%+25.0pp |
| Annual return | -12.85% | -7.13%-5.7pp | 16.90%-29.7pp | 32.82%-45.7pp |
| Employer contribution / active EE | $5,616 | $3,050+84.1% | $2,701+107.9% | $2,506+124.1% |
| Participant deferral / active EE | $6,433 | $3,725+72.7% | $3,817+68.5% | $4,310+49.2% |
| Admin fee / account holder | $110 | $106+3.9% | $3,224-96.6% | $188-41.6% |