Filed October 22, 2008
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 28 · EIN 20-4751585 | Investment Management | $37,132 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $37 |
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 | $156,830 | $68,408+129.3% | $57,179+174.3% | $57,658+172.0% |
| Participation rate | 97.6% | 79.1%+18.4pp | 75.3%+22.2pp | 70.2%+27.3pp |
| Annual return | 6.92% | 8.51%-1.6pp | 14.59%-7.7pp | 5.13%+1.8pp |
| Employer contribution / active EE | $6,446 | $2,869+124.7% | $2,682+140.3% | $1,974+226.6% |
| Participant deferral / active EE | $4,858 | $2,903+67.3% | $3,096+56.9% | $3,061+58.7% |
| Admin fee / account holder | $26 | $70-63.3% | $3,139-99.2% | $95-73.0% |