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 | $12,750 |
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 | $113,073 | $70,083+61.3% | $59,878+88.8% | $55,725+102.9% |
| Participation rate | 99.7% | 78.4%+21.4pp | 74.7%+25.0pp | 70.9%+28.9pp |
| Annual return | -3.32% | 3.13%-6.4pp | 3.46%-6.8pp | 244.93%-248.2pp |
| Employer contribution / active EE | $5,079 | $2,878+76.5% | $2,722+86.6% | $2,078+144.4% |
| Participant deferral / active EE | $5,698 | $3,079+85.1% | $3,402+67.5% | $3,356+69.8% |
| Admin fee / account holder | $14 | $70-80.6% | $3,590-99.6% | $115-88.2% |