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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,868 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,000 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $10,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,754 | $83,884+63.0% | $64,056+113.5% | $74,419+83.8% |
| Participation rate | 99.2% | 76.6%+22.6pp | 72.3%+26.9pp | 70.7%+28.5pp |
| Annual return | 14.82% | 16.57%-1.8pp | 33.69%-18.9pp | 34.38%-19.6pp |
| Employer contribution / active EE | $5,931 | $3,084+92.3% | $2,747+115.9% | $2,637+124.9% |
| Participant deferral / active EE | $7,085 | $3,692+91.9% | $3,880+82.6% | $4,528+56.5% |
| Admin fee / account holder | $113 | $196-42.2% | $3,068-96.3% | $348-67.4% |