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 LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 26 · EIN 36-4001764 500 W MADISON ST · CHICAGO, IL 606612567 | Advisory (Participants) | $108,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,045 |
TIAA5 years Service code 26 · EIN 13-1624203 | Advisory (Participants) | $8,161 |
FASCORE, LLC4 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $233 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $182 |
Filed as: FIDELITY INVSTMNT INST OPR CO, INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: WEALTH MANAGEMENT SYSTEMS INC. Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,136 | $105,179+110.2% | $64,056+245.2% | $80,160+175.9% |
| Participation rate | 69.4% | 73.5%-4.2pp | 72.3%-3.0pp | 72.9%-3.6pp |
| Annual return | 16.15% | 20.34%-4.2pp | 33.69%-17.5pp | 40.38%-24.2pp |
| Employer contribution / active EE | $2,275 | $3,311-31.3% | $2,747-17.2% | $2,978-23.6% |
| Participant deferral / active EE | $7,379 | $4,020+83.5% | $3,880+90.2% | $5,017+47.1% |
| Admin fee / account holder | $66 | $113-42.0% | $3,068-97.9% | $145-54.6% |