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 LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $44,000 |
BONADIO & CO., LLP8 years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $12,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$221,375 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $438,646 | $65,908+565.5% | $81,812+436.2% | $77,643+465.0% |
| Participation rate | 93.0% | 65.8%+27.2pp | 72.3%+20.7pp | 70.6%+22.4pp |
| Annual return | 15.93% | 26.64%-10.7pp | 773.79%-757.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $6,878 | $2,370+190.2% | $2,912+136.2% | $2,726+152.3% |
| Participant deferral / active EE | $10,994 | $3,505+213.6% | $4,319+154.6% | $4,647+136.6% |
| Admin fee / account holder | $96 | $526-81.8% | $7,386-98.7% | $430-77.7% |