Filed June 9, 2008 (most recent of 2 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 52 | Indirect Investment Fees | $156,041 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD RD · WINDSOR, CT 060954730 | Advisory (Plan) | $41,500 |
AAFCPAS, INC.5 years Service code 10 · EIN 04-2571780 50 WASHINGTON STREET · WESBOROUGH, MA 015811013 | Accounting | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,661 | $53,345+176.8% | $121,098+21.9% | $74,419+98.4% |
| Participation rate | 92.3% | 60.0%+32.3pp | 69.5%+22.8pp | 70.7%+21.5pp |
| Annual return | 15.89% | 35.15%-19.3pp | 985.75%-969.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $5,533 | $1,898+191.4% | $4,164+32.9% | $2,637+109.8% |
| Participant deferral / active EE | $5,688 | $3,221+76.6% | $4,080+39.4% | $4,528+25.6% |
| Admin fee / account holder | $48 | $382-87.5% | $5,644-99.2% | $348-86.3% |