Filed April 8, 2014
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 LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $42,500 |
GRANT THORNTON LLP6 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $23,350 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,330 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,929 | $51,197+433.1% | $82,719+229.9% | $66,914+307.9% |
| Participation rate | 97.7% | 67.8%+29.8pp | 72.6%+25.1pp | 69.8%+27.9pp |
| Annual return | -18.76% | -9.64%-9.1pp | 701.18%-719.9pp | 1.58%-20.3pp |
| Employer contribution / active EE | $17,245 | $2,611+560.5% | $3,009+473.1% | $2,544+577.8% |
| Participant deferral / active EE | $14,280 | $3,458+313.0% | $4,395+224.9% | $4,237+237.0% |
| Admin fee / account holder | $238 | $416-42.7% | $5,329-95.5% | $593-59.8% |