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 LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,000 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $10,553 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,798 |
CHIMENTO AND WEBB PC4 years Filed as: CHIMENTO & WEBB, P.C. Service code 29 · EIN 47-1507939 | Legal | $5,573 |
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 | $169,612 | $96,018+76.6% | $65,493+159.0% | $85,563+98.2% |
| Participation rate | 78.6% | 74.8%+3.8pp | 73.1%+5.5pp | 66.0%+12.7pp |
| Annual return | 13.95% | 14.51%-0.6pp | 982.45%-968.5pp | 31.51%-17.6pp |
| Employer contribution / active EE | $6,492 | $3,235+100.7% | $2,574+152.2% | $2,654+144.7% |
| Participant deferral / active EE | $5,449 | $4,055+34.4% | $3,961+37.6% | $4,375+24.5% |
| Admin fee / account holder | $51 | $271-81.1% | $5,028-99.0% | $834-93.9% |