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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $115,145 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $46,352 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $14,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,299 | $105,179+83.8% | $64,056+201.8% | $80,160+141.1% |
| Participation rate | 98.5% | 73.5%+24.9pp | 72.3%+26.2pp | 72.9%+25.5pp |
| Annual return | 14.95% | 20.34%-5.4pp | 33.69%-18.7pp | 40.38%-25.4pp |
| Employer contribution / active EE | $9,053 | $3,311+173.4% | $2,747+229.6% | $2,978+204.0% |
| Participant deferral / active EE | $6,322 | $4,020+57.3% | $3,880+62.9% | $5,017+26.0% |
| Admin fee / account holder | $95 | $113-16.0% | $3,068-96.9% | $145-34.3% |