Filed December 16, 2011
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $27,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,680 | $67,166+55.9% | $57,343+82.6% | $55,191+89.7% |
| Participation rate | 44.8% | 77.7%-32.9pp | 75.1%-30.3pp | 69.2%-24.4pp |
| Annual return | 2.96% | 4.22%-1.3pp | 24.39%-21.4pp | 10.78%-7.8pp |
| Employer contribution / active EE | $3,623 | $2,812+28.8% | $2,689+34.7% | $1,899+90.8% |
| Participant deferral / active EE | $2,123 | $2,835-25.1% | $3,162-32.9% | $3,046-30.3% |
| Admin fee / account holder | $28 | $44-34.7% | $3,356-99.2% | $91-68.7% |