Filed February 28, 2006 (most recent of 2 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 ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $58,498 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $16,443 |
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 | $131,527 | $68,408+92.3% | $57,179+130.0% | $57,658+128.1% |
| Participation rate | 95.9% | 79.1%+16.8pp | 75.3%+20.6pp | 70.2%+25.7pp |
| Annual return | 7.61% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.5pp |
| Employer contribution / active EE | $5,061 | $2,869+76.4% | $2,682+88.7% | $1,974+156.4% |
| Participant deferral / active EE | $4,765 | $2,903+64.1% | $3,096+53.9% | $3,061+55.7% |
| Admin fee / account holder | $50 | $70-27.9% | $3,139-98.4% | $95-46.9% |