Filed June 23, 2003
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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,754 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $30,705 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $14,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,255 | $69,763+181.3% | $67,502+190.7% | $74,495+163.4% |
| Participation rate | 81.3% | 71.4%+9.9pp | 72.9%+8.4pp | 67.2%+14.0pp |
| Annual return | 12.61% | -40.34%+53.0pp | 3512.12%-3499.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,869 | $2,704+80.1% | $2,731+78.3% | $2,623+85.6% |
| Participant deferral / active EE | $6,006 | $3,636+65.2% | $4,000+50.1% | $4,346+38.2% |
| Admin fee / account holder | $235 | $896-73.7% | $3,998-94.1% | $1,942-87.9% |