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 LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $45,004 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $13,100 |
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,199 |
Filed as: VOYA RETIREMENT INSURANCE & ANN CO. Service code 50 · EIN 71-0294708 | Direct Payment | $220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,060 | $79,124+127.6% | $60,874+195.8% | $64,808+177.8% |
| Participation rate | 95.8% | 77.7%+18.1pp | 73.1%+22.7pp | 71.5%+24.4pp |
| Annual return | -12.06% | -7.13%-4.9pp | 16.90%-29.0pp | 32.82%-44.9pp |
| Employer contribution / active EE | $6,832 | $3,050+124.0% | $2,701+152.9% | $2,506+172.6% |
| Participant deferral / active EE | $6,064 | $3,725+62.8% | $3,817+58.9% | $4,310+40.7% |
| Admin fee / account holder | $38 | $106-64.0% | $3,224-98.8% | $188-79.7% |