Filed April 8, 2014 (most recent of 4 filings on file)
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 Service code 16 500 WEST MADISON STREET SUITE 1700 · CHICAGO, IL 60661 | Consulting | $15,625 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST, CTR SQ E · PHILADELPHIA, PA 19102 | Consulting | $14,962 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $13,500 |
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS INC. Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Securities brokerage; Other commissio... | $6,753 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,115 | $130,141+25.3% | $86,677+88.2% | $77,904+109.4% |
| Participation rate | 96.2% | 85.9%+10.3pp | 76.6%+19.6pp | 73.7%+22.5pp |
| Annual return | -18.46% | -12.75%-5.7pp | 35.91%-54.4pp | 12.21%-30.7pp |
| Employer contribution / active EE | $7,182 | $3,220+123.0% | $2,836+153.2% | $2,848+152.2% |
| Participant deferral / active EE | $7,500 | $5,757+30.3% | $4,656+61.1% | $4,806+56.1% |
| Admin fee / account holder | $13 | $132-90.3% | $7,493-99.8% | $133-90.4% |