Filed November 5, 2015 (most recent of 3 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 Filed as: FIDUCIENT ADVISORS, LLC Service code 26 500 W MADISON ST · CHICAGO, IL 606612567 | Advisory (Participants) | $41,539 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $39,441 |
FOLEY & LARDNER LLP7+ years Service code 12 · EIN 39-0473800 321 N CLARK ST · CHICAGO, IL 606545313 | Recordkeeping and information managem... | $9,844 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $1,848 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | -$39,090 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,642 | $120,057+99.6% | $75,696+216.6% | $93,030+157.6% |
| Participation rate | 85.9% | 77.3%+8.6pp | 74.8%+11.1pp | 73.9%+12.0pp |
| Annual return | 12.56% | 19.62%-7.1pp | 104.53%-92.0pp | 158.70%-146.1pp |
| Employer contribution / active EE | $6,066 | $3,253+86.5% | $2,743+121.2% | $2,706+124.2% |
| Participant deferral / active EE | $7,198 | $4,089+76.0% | $3,821+88.3% | $4,562+57.8% |
| Admin fee / account holder | $21 | $81-73.7% | $3,619-99.4% | $152-85.9% |