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 04-3523567 | Contract Administrator | $228,819 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $39,187 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,276 | $95,776+29.8% | $162,163-23.4% | $77,787+59.8% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 16.41% | 37.03%-20.6pp | 115.59%-99.2pp | 32.57%-16.2pp |
| Employer contribution / active EE | $2,257 | $3,874-41.7% | $5,614-59.8% | $2,504-9.9% |
| Participant deferral / active EE | $7,240 | $6,125+18.2% | $7,298-0.8% | $3,967+82.5% |
| Admin fee / account holder | $138 | $88+57.9% | $10,843-98.7% | $100+38.3% |