Filed October 22, 1992
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 LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $87,879 |
SANDS CAPITAL MANAGEMENT, LLC10+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 54-1578408 | Investment Management | $75,484 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $72,662 |
HUNTER BENEFITS CONSULTING GROUP10+ years Service code 27 · EIN 36-4430093 | Advisory (Plan) | $13,800 |
SIKICH LLP10+ years Service code 10 · EIN 36-3168081 | Accounting | $11,900 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,363 | $98,727+57.4% | $113,168+37.3% | $85,563+81.6% |
| Participation rate | 88.7% | 80.8%+7.9pp | 76.6%+12.2pp | 66.0%+22.8pp |
| Annual return | 3.82% | 17.43%-13.6pp | 24.27%-20.4pp | 31.51%-27.7pp |
| Employer contribution / active EE | $11,788 | $2,907+305.6% | $2,975+296.2% | $2,654+344.2% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $593 | $357+66.2% | $12,068-95.1% | $834-28.9% |