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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 52 | Indirect Investment Fees | $182,906 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD RD · WINDSOR, CT 060954730 | Advisory (Plan) | $41,500 |
AAFCPAS, INC.6 years Service code 10 · EIN 04-2571780 50 WASHINGTON STREET · WESBOROUGH, MA 015811013 | Accounting | $31,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,627 | $58,778+173.3% | $129,207+24.3% | $77,643+106.9% |
| Participation rate | 98.5% | 59.2%+39.3pp | 69.6%+28.9pp | 70.6%+27.9pp |
| Annual return | 14.19% | 24.73%-10.5pp | 9417.33%-9403.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $5,975 | $1,952+206.1% | $4,153+43.9% | $2,726+119.2% |
| Participant deferral / active EE | $5,991 | $3,212+86.5% | $4,168+43.8% | $4,647+28.9% |
| Admin fee / account holder | $57 | $589-90.4% | $7,715-99.3% | $430-86.8% |