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 | $224,704 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $39,497 |
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 | $115,654 | $82,546+40.1% | $140,016-17.4% | $75,289+53.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -0.67% | -0.36%-0.3pp | 651.12%-651.8pp | -0.04%-0.6pp |
| Employer contribution / active EE | $2,606 | $3,856-32.4% | $5,606-53.5% | $2,405+8.4% |
| Participant deferral / active EE | $7,068 | $5,731+23.3% | $6,927+2.0% | $3,739+89.1% |
| Admin fee / account holder | $146 | $86+69.9% | $10,705-98.6% | $102+42.4% |