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 | $267,880 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $44,336 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $18,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,041 | $84,784-19.7% | $98,439-30.9% | $74,419-8.6% |
| Participation rate | 97.3% | 81.5%+15.8pp | 75.2%+22.1pp | 70.7%+26.6pp |
| Annual return | 18.53% | 20.59%-2.1pp | 21.16%-2.6pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,325 | $3,364-30.9% | $3,048-23.7% | $2,637-11.9% |
| Participant deferral / active EE | $4,749 | $5,218-9.0% | $4,738+0.2% | $4,528+4.9% |
| Admin fee / account holder | $257 | $204+25.8% | $8,948-97.1% | $348-26.0% |