Filed March 9, 2004 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,541 |
CARON & BLETZER, PLLC5 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $32,500 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,248 |
SQUIRE PATTON BOGGS US LLP6 years Service code 29 · EIN 34-0648199 | Legal | $10,157 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER TS PLLC Service code 10 · EIN 47-2722581 | Accounting | $5,499 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,576 | $128,899-71.6% | $113,168-67.7% | $102,872-64.4% |
| Participation rate | 92.8% | 87.0%+5.8pp | 76.6%+16.2pp | 73.0%+19.8pp |
| Annual return | 15.69% | 15.88%-0.2pp | 24.27%-8.6pp | 19.06%-3.4pp |
| Employer contribution / active EE | $1,472 | $3,713-60.4% | $2,975-50.5% | $3,526-58.3% |
| Participant deferral / active EE | $4,118 | $6,787-39.3% | $5,107-19.4% | $5,535-25.6% |
| Admin fee / account holder | $87 | $129-33.1% | $12,068-99.3% | $292-70.4% |