See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $115,708 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $44,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,540 | $88,122+39.1% | $141,162-13.2% | $67,579+81.3% |
| Participation rate | 94.5% | 76.5%+18.1pp | 82.5%+12.1pp | 71.3%+23.3pp |
| Annual return | 21.33% | 75.40%-54.1pp | 71.39%-50.1pp | 378.56%-357.2pp |
| Employer contribution / active EE | $3,636 | $3,224+12.8% | $4,735-23.2% | $2,148+69.3% |
| Participant deferral / active EE | $7,650 | $5,958+28.4% | $6,709+14.0% | $3,539+116.1% |
| Admin fee / account holder | $384 | $131+193.6% | $10,261-96.3% | $142+170.1% |