Filed March 5, 2021 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $218,225 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $42,233 |
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 | $79,956 | $48,835+63.7% | $170,442-53.1% | $177,276-54.9% |
| Participation rate | 77.1% | 72.1%+5.0pp | 83.6%-6.5pp | 74.8%+2.3pp |
| Annual return | 20.48% | 19.44%+1.0pp | 205.93%-185.4pp | 21.25%-0.8pp |
| Employer contribution / active EE | $2,064 | $1,798+14.8% | $5,433-62.0% | $2,479-16.7% |
| Participant deferral / active EE | $3,539 | $2,757+28.3% | $4,939-28.4% | $3,881-8.8% |
| Admin fee / account holder | $28 | $52-46.5% | $13,880-99.8% | $154-81.9% |