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 ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $36,328 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $9,246 |
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 | $145,628 | $74,552+95.3% | $62,995+131.2% | $69,631+109.1% |
| Participation rate | 87.3% | 78.3%+9.0pp | 74.8%+12.5pp | 70.7%+16.6pp |
| Annual return | 14.63% | 15.77%-1.1pp | 87.57%-72.9pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $5,314 | $2,929+81.4% | $2,759+92.6% | $2,032+161.5% |
| Participant deferral / active EE | $5,131 | $2,974+72.5% | $3,329+54.1% | $3,224+59.2% |
| Admin fee / account holder | $30 | $59-49.7% | $3,600-99.2% | $110-73.0% |