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 LLC2 years Filed as: FIDUCIENT ADVISORS Service code 26 · EIN 36-4001764 | Advisory (Participants) | $44,000 |
BONADIO & CO., LLP6 years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $10,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$221,500 |
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 | $410,665 | $52,208+686.6% | $86,612+374.1% | $74,419+451.8% |
| Participation rate | 93.0% | 66.3%+26.7pp | 71.7%+21.3pp | 70.7%+22.3pp |
| Annual return | 18.51% | 44.46%-25.9pp | 591.07%-572.6pp | 34.38%-15.9pp |
| Employer contribution / active EE | $5,839 | $2,282+155.9% | $3,022+93.2% | $2,637+121.4% |
| Participant deferral / active EE | $11,035 | $3,383+226.2% | $4,438+148.7% | $4,528+143.7% |
| Admin fee / account holder | $94 | $319-70.7% | $5,614-98.3% | $348-73.1% |