Filed December 10, 2005
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 8-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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $59,589 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $35,821 |
VENABLE LLP1 year Service code 29 · EIN 52-0517250 | Legal | $5,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,528 | $83,884+34.1% | $64,056+75.7% | $74,419+51.2% |
| Participation rate | 58.0% | 76.6%-18.7pp | 72.3%-14.3pp | 70.7%-12.8pp |
| Annual return | 10.84% | 16.57%-5.7pp | 33.69%-22.8pp | 34.38%-23.5pp |
| Employer contribution / active EE | $2,232 | $3,084-27.6% | $2,747-18.7% | $2,637-15.4% |
| Participant deferral / active EE | $3,890 | $3,692+5.4% | $3,880+0.3% | $4,528-14.1% |
| Admin fee / account holder | $111 | $196-43.3% | $3,068-96.4% | $348-68.0% |