Filed December 4, 2009 (most recent of 2 filings on file)
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 16 · EIN 36-4001764 | Consulting | $40,892 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,549 |
FUST CHARLES CHAMBERS LLP8+ years Service code 10 · EIN 16-1226221 | Accounting | $12,670 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,552 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,219 | $46,292+6.3% | $143,757-65.8% | $64,808-24.1% |
| Participation rate | 86.7% | 64.2%+22.5pp | 80.3%+6.4pp | 71.5%+15.3pp |
| Annual return | -16.82% | -10.05%-6.8pp | -0.04%-16.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,195 | $1,910-37.4% | $4,951-75.9% | $2,506-52.3% |
| Participant deferral / active EE | $5,640 | $2,646+113.2% | $5,6370% | $4,310+30.8% |
| Admin fee / account holder | $59 | $154-61.7% | $14,673-99.6% | $188-68.7% |