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 | $89,774 |
CARON & BLETZER, PLLC4 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $25,330 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $21,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,996 | $99,078+11.0% | $96,544+13.9% | $74,419+47.8% |
| Participation rate | 79.4% | 80.7%-1.2pp | 76.0%+3.5pp | 70.7%+8.7pp |
| Annual return | 19.60% | 22.48%-2.9pp | 25.84%-6.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $3,225 | $2,570+25.5% | $2,965+8.8% | $2,637+22.3% |
| Participant deferral / active EE | $6,812 | $4,933+38.1% | $4,851+40.4% | $4,528+50.4% |
| Admin fee / account holder | $94 | $225-58.0% | $8,252-98.9% | $348-72.9% |