Filed August 13, 2018 (most recent of 5 filings on file)
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 ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $35,561 |
MP P.C.1+ years Filed as: MORIARTY & PRIMACK, P.C. Service code 28 · EIN 04-3191789 | Investment Management | $11,100 |
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 | $158,449 | $112,772+40.5% | $57,343+176.3% | $59,188+167.7% |
| Participation rate | 99.6% | 71.3%+28.3pp | 75.1%+24.5pp | 69.4%+30.2pp |
| Annual return | 1.74% | 0.85%+0.9pp | 24.39%-22.7pp | 5.51%-3.8pp |
| Employer contribution / active EE | $5,932 | $3,400+74.5% | $2,689+120.6% | $2,098+182.8% |
| Participant deferral / active EE | $4,757 | $3,010+58.0% | $3,162+50.4% | $3,265+45.7% |
| Admin fee / account holder | $18 | $144-87.2% | $3,356-99.5% | $92-80.1% |