Filed May 12, 1994
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 17 · EIN 36-4001764 | Pension Consulting | $105,045 |
Service code 37 · EIN 04-2647786 | Loan Processing | $443 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,626 | $144,996-21.6% | $111,297+2.1% | $93,030+22.1% |
| Participation rate | 96.5% | 86.2%+10.4pp | 77.3%+19.2pp | 73.9%+22.6pp |
| Annual return | 15.25% | 18.26%-3.0pp | 54.65%-39.4pp | 158.70%-143.4pp |
| Employer contribution / active EE | $518 | $3,056-83.0% | $2,731-81.0% | $2,706-80.8% |
| Participant deferral / active EE | $8,812 | $5,587+57.7% | $4,487+96.4% | $4,562+93.1% |
| Admin fee / account holder | $69 | $103-33.4% | $7,964-99.1% | $152-54.5% |