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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 16 · EIN 36-4001764 | Consulting | $37,875 |
Service code 50 · EIN 04-2647786 | Direct Payment | $28,576 |
TIAA1 year Service code 50 · EIN 13-1624203 | Direct Payment | $22,192 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $19,950 |
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 | $215,329 | $120,057+79.4% | $75,696+184.5% | $93,030+131.5% |
| Participation rate | 94.4% | 77.3%+17.1pp | 74.8%+19.6pp | 73.9%+20.5pp |
| Annual return | 12.98% | 19.62%-6.6pp | 104.53%-91.5pp | 158.70%-145.7pp |
| Employer contribution / active EE | $4,120 | $3,253+26.6% | $2,743+50.2% | $2,706+52.3% |
| Participant deferral / active EE | $4,708 | $4,089+15.1% | $3,821+23.2% | $4,562+3.2% |
| Admin fee / account holder | $52 | $81-36.4% | $3,619-98.6% | $152-65.9% |