Filed December 12, 2006
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $23,209 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 26 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Participants) | $16,964 |
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 | $147,914 | $88,634+66.9% | $101,326+46.0% | $74,304+99.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 60.3%+14.7pp |
| Annual return | 14.21% | 33.10%-18.9pp | 36.82%-22.6pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,349 | $2,930-54.0% | $3,665-63.2% | $2,241-39.8% |
| Participant deferral / active EE | $6,105 | $7,322-16.6% | $7,994-23.6% | $3,767+62.0% |
| Admin fee / account holder | $158 | $2,425-93.5% | $11,185-98.6% | $2,969-94.7% |