Filed April 9, 2008 (most recent of 2 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 |
|---|---|---|
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $80,628 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $46,747 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,228 | $95,274+241.4% | $135,903+139.3% | $74,419+337.0% |
| Participation rate | 99.2% | 78.2%+21.0pp | 81.9%+17.3pp | 70.7%+28.4pp |
| Annual return | 17.89% | 32.77%-14.9pp | 68.23%-50.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $16,844 | $3,874+334.8% | $4,856+246.9% | $2,637+538.7% |
| Participant deferral / active EE | $11,178 | $7,782+43.6% | $7,758+44.1% | $4,528+146.9% |
| Admin fee / account holder | $163 | $266-38.7% | $10,762-98.5% | $348-53.1% |