Filed March 17, 2006
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 28 · EIN 20-4751585 | Investment Management | $8,548 |
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 | $119,285 | $74,552+60.0% | $62,995+89.4% | $69,631+71.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 15.00% | 15.77%-0.8pp | 87.57%-72.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $5,236 | $2,929+78.8% | $2,759+89.8% | $2,032+157.7% |
| Participant deferral / active EE | $5,724 | $2,974+92.5% | $3,329+71.9% | $3,224+77.6% |
| Admin fee / account holder | $9 | $59-84.6% | $3,600-99.7% | $110-91.7% |