Filed October 4, 2011 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $263,314 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $43,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,915 | $81,908-20.7% | $90,749-28.5% | $64,808+0.2% |
| Participation rate | 98.8% | 80.5%+18.3pp | 75.7%+23.1pp | 71.5%+27.3pp |
| Annual return | -15.55% | -12.53%-3.0pp | -12.16%-3.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,596 | $3,065-15.3% | $2,921-11.1% | $2,506+3.6% |
| Participant deferral / active EE | $5,002 | $4,840+3.3% | $4,564+9.6% | $4,310+16.0% |
| Admin fee / account holder | $204 | $157+29.8% | $8,445-97.6% | $188+8.7% |