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 |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $42,695 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 16 · EIN 36-4001764 | Consulting | $38,775 |
TIAA2 years Service code 50 · EIN 13-1624203 | Direct Payment | $36,574 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $23,690 |
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 | $179,614 | $98,780+81.8% | $60,874+195.1% | $77,904+130.6% |
| Participation rate | 93.6% | 76.7%+17.0pp | 73.1%+20.5pp | 73.7%+19.9pp |
| Annual return | -11.14% | -11.56%+0.4pp | 16.90%-28.0pp | 12.21%-23.3pp |
| Employer contribution / active EE | $5,944 | $3,605+64.9% | $2,701+120.0% | $2,848+108.7% |
| Participant deferral / active EE | $6,243 | $4,200+48.6% | $3,817+63.6% | $4,806+29.9% |
| Admin fee / account holder | $65 | $89-26.6% | $3,224-98.0% | $133-50.9% |