Filed July 9, 2002
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 | $105,300 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $60,800 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,134 |
BERRY DUNN3 years Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $16,200 |
Filed as: FIDELITY INV INST OPS CO., LLC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,533 | $113,293+108.8% | $67,502+250.4% | $199,593+18.5% |
| Participation rate | 95.0% | 73.3%+21.6pp | 72.9%+22.1pp | 72.0%+23.0pp |
| Annual return | 12.62% | 15.88%-3.3pp | 3512.12%-3499.5pp | 34.25%-21.6pp |
| Employer contribution / active EE | $7,533 | $3,401+121.5% | $2,731+175.8% | $3,034+148.3% |
| Participant deferral / active EE | $7,963 | $4,159+91.5% | $4,000+99.1% | $5,087+56.5% |
| Admin fee / account holder | $70 | $103-31.6% | $3,998-98.2% | $269-73.9% |