Filed September 12, 2018 (most recent of 5 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 06-1050034 | Contract Administrator | $120,852 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $12,581 |
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 | $113,551 | $80,354+41.3% | $133,980-15.2% | $63,975+77.5% |
| Participation rate | 98.5% | 87.5%+11.0pp | 87.1%+11.4pp | 71.1%+27.3pp |
| Annual return | 10.31% | 13.11%-2.8pp | 29.30%-19.0pp | 48.65%-38.3pp |
| Employer contribution / active EE | $2,413 | $3,503-31.1% | $5,211-53.7% | $2,182+10.6% |
| Participant deferral / active EE | $6,992 | $5,239+33.5% | $6,282+11.3% | $3,356+108.3% |
| Admin fee / account holder | $92 | $69+33.4% | $9,324-99.0% | $70+31.2% |