Filed January 17, 2007
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, LLC Service code 28 · EIN 36-4001764 | Investment Management | $33,598 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,645 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,312 | $69,745+15.2% | $67,511+19.0% | $74,546+7.7% |
| Participation rate | 92.7% | 71.3%+21.4pp | 72.9%+19.9pp | 67.2%+25.5pp |
| Annual return | 12.00% | -40.37%+52.4pp | 3517.41%-3505.4pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $2,023 | $2,705-25.2% | $2,733-26.0% | $2,624-22.9% |
| Participant deferral / active EE | $3,757 | $3,636+3.3% | $4,000-6.1% | $4,347-13.6% |
| Admin fee / account holder | $107 | $894-88.1% | $3,999-97.3% | $1,944-94.5% |