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 | $259,746 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $42,450 |
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 | $143,019 | $110,699+29.2% | $177,821-19.6% | $90,288+58.4% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 13.40% | 22.79%-9.4pp | 48.32%-34.9pp | 53.97%-40.6pp |
| Employer contribution / active EE | $2,900 | $4,118-29.6% | $5,918-51.0% | $2,524+14.9% |
| Participant deferral / active EE | $8,235 | $6,731+22.3% | $7,714+6.8% | $4,232+94.6% |
| Admin fee / account holder | $154 | $90+70.8% | $12,427-98.8% | $114+34.8% |