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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $56,045 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $46,971 |
Service code 17 · EIN 04-2530412 | Pension Consulting | $18,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,279 | $61,058+167.4% | $71,209+129.3% | $85,563+90.8% |
| Participation rate | 91.7% | 58.6%+33.1pp | 73.8%+17.9pp | 66.0%+25.7pp |
| Annual return | 15.07% | 100.41%-85.3pp | 282.51%-267.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $422 | $2,199-80.8% | $2,721-84.5% | $2,654-84.1% |
| Participant deferral / active EE | $9,199 | $3,173+189.9% | $4,175+120.3% | $4,375+110.3% |
| Admin fee / account holder | $263 | $855-69.3% | $5,349-95.1% | $834-68.5% |