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 | $38,250 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,403 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,344 |
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 | $131,809 | $95,542+38.0% | $69,455+89.8% | $67,579+95.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 18.61% | 17.67%+0.9pp | 28.97%-10.4pp | 378.56%-359.9pp |
| Employer contribution / active EE | $4,892 | $2,989+63.7% | $2,779+76.0% | $2,148+127.8% |
| Participant deferral / active EE | $5,537 | $3,263+69.7% | $3,535+56.6% | $3,539+56.4% |
| Admin fee / account holder | $87 | $90-3.5% | $3,839-97.7% | $142-39.1% |