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 | $58,579 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $11,363 |
Participant contribution per participant 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 | $97,566 | $111,608-12.6% | $177,821-45.1% | $73,409+32.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 15.29% | 18.23%-2.9pp | 48.32%-33.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $2,671 | $3,796-29.6% | $5,918-54.9% | $2,234+19.6% |
| Participant deferral / active EE | $2,565 | $6,199-58.6% | $7,714-66.7% | $3,805-32.6% |
| Admin fee / account holder | $117 | $166-29.4% | $12,427-99.1% | $158-26.0% |