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 LLC5 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $60,750 |
GRANT THORNTON LLP9 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $27,825 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $23,702 |
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 | $407,339 | $56,317+623.3% | $71,209+472.0% | $74,304+448.2% |
| Participation rate | 98.4% | 55.1%+43.3pp | 73.8%+24.7pp | 60.3%+38.1pp |
| Annual return | 14.63% | 42.83%-28.2pp | 282.51%-267.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $20,984 | $2,160+871.5% | $2,721+671.2% | $2,241+836.3% |
| Participant deferral / active EE | $18,104 | $2,788+549.4% | $4,175+333.6% | $3,767+380.6% |
| Admin fee / account holder | $750 | $2,290-67.3% | $5,349-86.0% | $2,969-74.7% |