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 LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 26 · EIN 36-4001764 500 W MADISON ST · CHICAGO, IL 606612567 | Advisory (Participants) | $84,325 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 PO BOX 320 E · SOUTH BEND, IN 466240007 | Accounting | $11,461 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $265 |
FASCORE, LLC3 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,895 | $98,780+101.4% | $60,874+226.7% | $77,904+155.3% |
| Participation rate | 84.6% | 76.7%+7.9pp | 73.1%+11.5pp | 73.7%+10.9pp |
| Annual return | -12.91% | -11.56%-1.3pp | 16.90%-29.8pp | 12.21%-25.1pp |
| Employer contribution / active EE | $7,037 | $3,605+95.2% | $2,701+160.5% | $2,848+147.1% |
| Participant deferral / active EE | $7,633 | $4,200+81.7% | $3,817+100.0% | $4,806+58.8% |
| Admin fee / account holder | $28 | $89-68.7% | $3,224-99.1% | $133-79.1% |