Filed October 22, 2008
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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $111,306 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $59,855 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,663 | $113,293+82.4% | $67,511+206.1% | $199,768+3.5% |
| Participation rate | 98.2% | 73.3%+24.9pp | 72.9%+25.3pp | 72.0%+26.2pp |
| Annual return | 11.59% | 15.88%-4.3pp | 3517.41%-3505.8pp | 34.26%-22.7pp |
| Employer contribution / active EE | $7,613 | $3,401+123.9% | $2,733+178.6% | $3,037+150.7% |
| Participant deferral / active EE | $7,259 | $4,159+74.5% | $4,000+81.4% | $5,090+42.6% |
| Admin fee / account holder | $98 | $103-4.0% | $3,999-97.5% | $269-63.4% |