Filed October 18, 2004
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 LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $31,261 |
Service code 26 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Participants) | $21,342 |
Filed as: NAPATREE CAPITAL LLC Service code 16 275 PROMENADE STREET · PROVIDENCE, RI 02908 | Consulting | $10,000 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,005 |
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 | $92,149 | $56,503+63.1% | $70,092+31.5% | $64,808+42.2% |
| Participation rate | 94.0% | 70.5%+23.6pp | 70.5%+23.6pp | 71.5%+22.6pp |
| Annual return | -17.92% | -13.44%-4.5pp | 190.73%-208.7pp | 32.82%-50.7pp |
| Employer contribution / active EE | $3,821 | $2,046+86.7% | $2,559+49.3% | $2,506+52.5% |
| Participant deferral / active EE | $9,204 | $3,389+171.6% | $3,849+139.1% | $4,310+113.5% |
| Admin fee / account holder | $91 | $160-43.1% | $6,267-98.5% | $188-51.4% |