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 | $101,142 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $24,775 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $11,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,342 | $72,254+32.0% | $86,677+10.0% | $64,808+47.1% |
| Participation rate | 93.4% | 80.4%+13.0pp | 76.6%+16.8pp | 71.5%+21.9pp |
| Annual return | -18.16% | 392.42%-410.6pp | 35.91%-54.1pp | 32.82%-51.0pp |
| Employer contribution / active EE | $3,238 | $2,393+35.3% | $2,836+14.2% | $2,506+29.2% |
| Participant deferral / active EE | $6,794 | $4,658+45.9% | $4,656+45.9% | $4,310+57.6% |
| Admin fee / account holder | $88 | $174-49.4% | $7,493-98.8% | $188-53.2% |