Filed March 10, 1998
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 |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $51,789 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $36,320 |
Service code 17 · EIN 04-2530412 | Pension Consulting | $11,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,475 | $65,946+143.3% | $81,783+96.2% | $77,671+106.6% |
| Participation rate | 86.7% | 65.8%+20.9pp | 72.4%+14.3pp | 70.6%+16.1pp |
| Annual return | 12.73% | 26.65%-13.9pp | 775.05%-762.3pp | 31.21%-18.5pp |
| Employer contribution / active EE | $2,187 | $2,371-7.8% | $2,913-24.9% | $2,726-19.8% |
| Participant deferral / active EE | $9,485 | $3,507+170.5% | $4,320+119.5% | $4,648+104.1% |
| Admin fee / account holder | $219 | $527-58.5% | $7,380-97.0% | $430-49.1% |