Filed August 4, 2005
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 |
|---|---|---|
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $120,803 |
Filed as: FIDELITY INVEST. INST. OPER. CO. Service code 50 · EIN 04-2647786 | Direct Payment | $53,570 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 16 · EIN 36-4001764 | Consulting | $46,193 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $33,707 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,104 | $115,444+101.9% | $65,493+255.9% | $102,872+126.6% |
| Participation rate | 80.5% | 71.2%+9.3pp | 73.1%+7.4pp | 73.0%+7.5pp |
| Annual return | 14.88% | 15.94%-1.1pp | 982.45%-967.6pp | 19.06%-4.2pp |
| Employer contribution / active EE | $4,995 | $3,409+46.5% | $2,574+94.0% | $3,526+41.6% |
| Participant deferral / active EE | $4,625 | $4,118+12.3% | $3,961+16.8% | $5,535-16.4% |
| Admin fee / account holder | $111 | $123-10.1% | $5,028-97.8% | $292-62.2% |