Filed March 28, 2002
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 LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $33,396 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,279 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,460 | $48,230+379.9% | $67,502+242.9% | $80,856+186.3% |
| Participation rate | 95.5% | 66.4%+29.1pp | 72.9%+22.6pp | 67.6%+27.8pp |
| Annual return | 12.26% | 18.28%-6.0pp | 3512.12%-3499.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $8,346 | $2,020+313.2% | $2,731+205.6% | $2,755+203.0% |
| Participant deferral / active EE | $13,672 | $2,924+367.6% | $4,000+241.8% | $4,296+218.3% |
| Admin fee / account holder | $275 | $3,681-92.5% | $3,998-93.1% | $6,918-96.0% |