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 INSTITUTIONAL11+ years Service code 52 | Indirect Investment Fees | $207,552 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD RD · WINDSOR, CT 060954730 | Advisory (Plan) | $31,125 |
AAFCPAS, INC.7 years Service code 10 · EIN 04-2571780 50 WASHINGTON STREET · WESBOROUGH, MA 015811013 | Accounting | $19,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,512 | $65,241+170.6% | $126,539+39.5% | $85,563+106.3% |
| Participation rate | 98.1% | 48.6%+49.5pp | 69.8%+28.3pp | 66.0%+32.2pp |
| Annual return | 14.92% | 42.19%-27.3pp | 425.95%-411.0pp | 31.51%-16.6pp |
| Employer contribution / active EE | $6,635 | $1,937+242.5% | $3,674+80.6% | $2,654+150.0% |
| Participant deferral / active EE | $6,466 | $3,032+113.3% | $4,083+58.4% | $4,375+47.8% |
| Admin fee / account holder | $41 | $1,031-96.1% | $6,065-99.3% | $834-95.1% |