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 ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 26 · EIN 20-4751585 | Advisory (Participants) | $30,271 |
Filed as: MAYER, HOFFMAN, MCCANN, P.C. Service code 26 · EIN 43-1947695 | Advisory (Participants) | $15,250 |
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 | $109,234 | $87,173+25.3% | $59,878+82.4% | $75,289+45.1% |
| Participation rate | 53.7% | 74.5%-20.8pp | 74.7%-21.0pp | 72.4%-18.7pp |
| Annual return | -2.70% | -2.14%-0.6pp | 3.46%-6.2pp | -0.04%-2.7pp |
| Employer contribution / active EE | $4,028 | $3,473+16.0% | $2,722+48.0% | $2,405+67.5% |
| Participant deferral / active EE | $2,534 | $3,379-25.0% | $3,402-25.5% | $3,739-32.2% |
| Admin fee / account holder | $38 | $75-49.2% | $3,590-98.9% | $102-62.9% |