Filed February 13, 2007
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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $19,110 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,422 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,121 | $83,884+69.4% | $64,056+121.9% | $74,419+91.0% |
| Participation rate | 99.7% | 76.6%+23.1pp | 72.3%+27.4pp | 70.7%+29.0pp |
| Annual return | 16.23% | 16.57%-0.3pp | 33.69%-17.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $7,914 | $3,084+156.7% | $2,747+188.2% | $2,637+200.1% |
| Participant deferral / active EE | $6,587 | $3,692+78.4% | $3,880+69.8% | $4,528+45.5% |
| Admin fee / account holder | $55 | $196-72.0% | $3,068-98.2% | $348-84.2% |