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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $109,661 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,000 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $10,800 |
Annual investment return 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 | $145,085 | $91,762+58.1% | $67,502+114.9% | $77,643+86.9% |
| Participation rate | 99.3% | 75.9%+23.4pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 11.57% | 14.87%-3.3pp | 3512.12%-3500.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $6,061 | $3,181+90.5% | $2,731+121.9% | $2,726+122.3% |
| Participant deferral / active EE | $7,104 | $3,903+82.0% | $4,000+77.6% | $4,647+52.9% |
| Admin fee / account holder | $128 | $176-27.3% | $3,998-96.8% | $430-70.3% |