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 | $341,895 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $45,664 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $19,250 |
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 | $67,254 | $112,623-40.3% | $106,213-36.7% | $199,593-66.3% |
| Participation rate | 98.8% | 86.2%+12.6pp | 75.3%+23.5pp | 72.0%+26.8pp |
| Annual return | 11.80% | 15.57%-3.8pp | 116.14%-104.3pp | 34.25%-22.4pp |
| Employer contribution / active EE | $2,450 | $4,575-46.4% | $3,171-22.7% | $3,034-19.3% |
| Participant deferral / active EE | $4,805 | $6,659-27.8% | $5,016-4.2% | $5,087-5.5% |
| Admin fee / account holder | $287 | $107+168.0% | $11,033-97.4% | $269+6.7% |