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 LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $47,045 |
GRANT THORNTON LLP8 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $27,009 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $364,071 | $60,323+503.5% | $81,812+345.0% | $74,495+388.7% |
| Participation rate | 98.0% | 62.9%+35.1pp | 72.3%+25.6pp | 67.2%+30.8pp |
| Annual return | 14.06% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $19,662 | $2,620+650.4% | $2,912+575.1% | $2,623+649.6% |
| Participant deferral / active EE | $15,268 | $3,387+350.7% | $4,319+253.5% | $4,346+251.3% |
| Admin fee / account holder | $712 | $1,486-52.1% | $7,386-90.4% | $1,942-63.3% |