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 |
|---|---|---|
TIAA4 years Service code 50 · EIN 13-1624203 | Direct Payment | $85,436 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 16 · EIN 36-4001764 | Consulting | $51,340 |
Service code 50 · EIN 04-2647786 | Direct Payment | $42,792 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $35,484 |
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 | $211,204 | $113,293+86.4% | $67,502+212.9% | $199,593+5.8% |
| Participation rate | 96.4% | 73.3%+23.1pp | 72.9%+23.6pp | 72.0%+24.5pp |
| Annual return | 12.18% | 15.88%-3.7pp | 3512.12%-3499.9pp | 34.25%-22.1pp |
| Employer contribution / active EE | $5,959 | $3,401+75.2% | $2,731+118.2% | $3,034+96.4% |
| Participant deferral / active EE | $5,693 | $4,159+36.9% | $4,000+42.3% | $5,087+11.9% |
| Admin fee / account holder | $95 | $103-7.6% | $3,998-97.6% | $269-64.8% |