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 LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $45,675 |
GRANT THORNTON LLP7 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $25,970 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,495 |
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 | $323,115 | $58,264+454.6% | $86,612+273.1% | $71,457+352.2% |
| Participation rate | 97.0% | 65.0%+32.0pp | 71.7%+25.3pp | 67.9%+29.1pp |
| Annual return | 20.57% | 21.63%-1.1pp | 591.07%-570.5pp | 28.85%-8.3pp |
| Employer contribution / active EE | $19,876 | $2,574+672.2% | $3,022+557.6% | $2,588+668.1% |
| Participant deferral / active EE | $16,288 | $3,436+374.0% | $4,438+267.0% | $4,289+279.8% |
| Admin fee / account holder | $251 | $1,057-76.2% | $5,614-95.5% | $1,587-84.2% |