Filed November 7, 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 |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $44,000 |
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 · EIN 16-1131146 | Accounting | $12,800 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$245,475 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $466,209 | $61,058+663.5% | $71,209+554.7% | $85,563+444.9% |
| Participation rate | 92.5% | 58.6%+34.0pp | 73.8%+18.8pp | 66.0%+26.6pp |
| Annual return | 15.30% | 100.41%-85.1pp | 282.51%-267.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $6,219 | $2,199+182.9% | $2,721+128.6% | $2,654+134.4% |
| Participant deferral / active EE | $11,027 | $3,173+247.6% | $4,175+164.1% | $4,375+152.0% |
| Admin fee / account holder | $97 | $855-88.6% | $5,349-98.2% | $834-88.3% |