Filed October 23, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $75,290 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $31,250 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,091 | $67,984+137.0% | $65,493+146.0% | $74,304+116.8% |
| Participation rate | 97.1% | 66.3%+30.7pp | 73.1%+24.0pp | 60.3%+36.7pp |
| Annual return | 11.41% | 19.87%-8.5pp | 982.45%-971.0pp | 29.43%-18.0pp |
| Employer contribution / active EE | $8,028 | $2,491+222.2% | $2,574+211.9% | $2,241+258.2% |
| Participant deferral / active EE | $6,944 | $3,346+107.5% | $3,961+75.3% | $3,767+84.3% |
| Admin fee / account holder | $303 | $1,373-77.9% | $5,028-94.0% | $2,969-89.8% |