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 LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 16 · EIN 36-4001764 | Consulting | $58,803 |
TIAA3 years Service code 50 · EIN 13-1624203 | Direct Payment | $55,040 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $49,349 |
Service code 50 · EIN 04-2647786 | Direct Payment | $44,024 |
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 | $199,530 | $105,179+89.7% | $64,056+211.5% | $80,160+148.9% |
| Participation rate | 96.7% | 73.5%+23.2pp | 72.3%+24.4pp | 72.9%+23.8pp |
| Annual return | 14.72% | 20.34%-5.6pp | 33.69%-19.0pp | 40.38%-25.7pp |
| Employer contribution / active EE | $5,906 | $3,311+78.4% | $2,747+115.0% | $2,978+98.3% |
| Participant deferral / active EE | $5,955 | $4,020+48.1% | $3,880+53.5% | $5,017+18.7% |
| Admin fee / account holder | $93 | $113-17.5% | $3,068-97.0% | $145-35.5% |