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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $43,692 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $12,350 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO. Service code 50 · EIN 71-0294708 | Direct Payment | $220 |
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 | $215,508 | $94,833+127.2% | $75,696+184.7% | $86,799+148.3% |
| Participation rate | 96.3% | 79.1%+17.2pp | 74.8%+21.5pp | 72.3%+24.0pp |
| Annual return | 12.04% | 16.91%-4.9pp | 104.53%-92.5pp | 97.91%-85.9pp |
| Employer contribution / active EE | $7,156 | $2,904+146.4% | $2,743+160.9% | $2,405+197.5% |
| Participant deferral / active EE | $5,907 | $3,632+62.6% | $3,821+54.6% | $4,131+43.0% |
| Admin fee / account holder | $37 | $109-66.1% | $3,619-99.0% | $170-78.3% |