Filed July 11, 2005 (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 Service code 16 · EIN 36-4001764 | Consulting | $44,768 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,316 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $37,934 |
PRICEWATERHOUSECOOPERS LLP7 years Filed as: PWC Service code 10 · EIN 13-4008324 | Accounting | $30,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,659 | $88,890+180.9% | $102,423+143.8% | $77,643+221.5% |
| Participation rate | 91.3% | 80.9%+10.4pp | 76.5%+14.8pp | 70.6%+20.7pp |
| Annual return | 15.88% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,630 | $2,698-39.6% | $3,023-46.1% | $2,726-40.2% |
| Participant deferral / active EE | $8,770 | $5,145+70.4% | $5,053+73.6% | $4,647+88.7% |
| Admin fee / account holder | $164 | $235-30.4% | $9,451-98.3% | $430-61.9% |