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 LLC1 year Filed as: FIDUCIENT ADVISORS Service code 26 · EIN 36-4001764 | Advisory (Participants) | $44,000 |
BONADIO & CO., LLP5 years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $9,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$277,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $358,181 | $47,722+650.6% | $82,719+333.0% | $64,808+452.7% |
| Participation rate | 95.0% | 67.6%+27.3pp | 72.6%+22.4pp | 71.5%+23.5pp |
| Annual return | -17.78% | -13.05%-4.7pp | 701.18%-719.0pp | 32.82%-50.6pp |
| Employer contribution / active EE | $7,959 | $2,179+265.2% | $3,009+164.5% | $2,506+217.6% |
| Participant deferral / active EE | $11,231 | $3,329+237.3% | $4,395+155.5% | $4,310+160.6% |
| Admin fee / account holder | $91 | $143-36.2% | $5,329-98.3% | $188-51.4% |