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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 26 · EIN 20-4751585 | Advisory (Participants) | $31,134 |
Service code 26 · EIN 22-2769024 | Advisory (Participants) | $15,250 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $6,679 |
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 | $122,947 | $95,542+28.7% | $69,455+77.0% | $67,579+81.9% |
| Participation rate | 55.3% | 79.4%-24.1pp | 74.6%-19.3pp | 71.3%-16.0pp |
| Annual return | 17.69% | 17.67%0pp | 28.97%-11.3pp | 378.56%-360.9pp |
| Employer contribution / active EE | $4,718 | $2,989+57.9% | $2,779+69.8% | $2,148+119.7% |
| Participant deferral / active EE | $3,148 | $3,263-3.5% | $3,535-11.0% | $3,539-11.1% |
| Admin fee / account holder | $40 | $90-55.6% | $3,839-99.0% | $142-72.0% |