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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $130,840 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $49,538 |
CARON & BLETZER, PLLC8 years Service code 10 · EIN 04-3499945 | Accounting | $15,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,657 | $115,444+97.2% | $65,493+247.6% | $102,872+121.3% |
| Participation rate | 98.4% | 71.2%+27.2pp | 73.1%+25.3pp | 73.0%+25.4pp |
| Annual return | 14.61% | 15.94%-1.3pp | 982.45%-967.8pp | 19.06%-4.4pp |
| Employer contribution / active EE | $7,879 | $3,409+131.1% | $2,574+206.1% | $3,526+123.4% |
| Participant deferral / active EE | $7,388 | $4,118+79.4% | $3,961+86.5% | $5,535+33.5% |
| Admin fee / account holder | $101 | $123-18.3% | $5,028-98.0% | $292-65.6% |