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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $71,601 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $31,565 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $17,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,307 | $67,984+221.1% | $65,493+233.3% | $74,304+193.8% |
| Participation rate | 78.0% | 66.3%+11.7pp | 73.1%+5.0pp | 60.3%+17.7pp |
| Annual return | 14.73% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $5,001 | $2,491+100.7% | $2,574+94.3% | $2,241+123.1% |
| Participant deferral / active EE | $5,794 | $3,346+73.1% | $3,961+46.3% | $3,767+53.8% |
| Admin fee / account holder | $270 | $1,373-80.4% | $5,028-94.6% | $2,969-90.9% |