Filed November 26, 2008 (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 LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Investment Management | $33,816 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,108 | $91,621+62.7% | $67,511+120.9% | $77,671+92.0% |
| Participation rate | 94.8% | 76.0%+18.8pp | 72.9%+21.9pp | 70.6%+24.2pp |
| Annual return | 10.96% | 14.87%-3.9pp | 3517.41%-3506.4pp | 31.21%-20.2pp |
| Employer contribution / active EE | $2,296 | $3,184-27.9% | $2,733-16.0% | $2,726-15.8% |
| Participant deferral / active EE | $4,964 | $3,906+27.1% | $4,000+24.1% | $4,648+6.8% |
| Admin fee / account holder | $45 | $176-74.4% | $3,999-98.9% | $430-89.5% |