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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,481 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $37,702 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $30,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,494 | $91,762+32.4% | $67,502+80.0% | $77,643+56.5% |
| Participation rate | 53.4% | 75.9%-22.5pp | 72.9%-19.4pp | 70.6%-17.1pp |
| Annual return | 13.43% | 14.87%-1.4pp | 3512.12%-3498.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,112 | $3,181-33.6% | $2,731-22.7% | $2,726-22.5% |
| Participant deferral / active EE | $3,234 | $3,903-17.1% | $4,000-19.1% | $4,647-30.4% |
| Admin fee / account holder | $146 | $176-17.0% | $3,998-96.3% | $430-66.1% |