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 LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $31,250 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $20,055 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,471 |
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 | $153,827 | $91,762+67.6% | $67,502+127.9% | $77,643+98.1% |
| Participation rate | 99.7% | 75.9%+23.8pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 11.99% | 14.87%-2.9pp | 3512.12%-3500.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $8,036 | $3,181+152.6% | $2,731+194.3% | $2,726+194.8% |
| Participant deferral / active EE | $6,487 | $3,903+66.2% | $4,000+62.2% | $4,647+39.6% |
| Admin fee / account holder | $65 | $176-63.2% | $3,998-98.4% | $430-84.9% |