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 ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $38,819 |
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 | $174,483 | $74,552+134.0% | $62,995+177.0% | $69,631+150.6% |
| Participation rate | 98.1% | 78.3%+19.9pp | 74.8%+23.3pp | 70.7%+27.5pp |
| Annual return | 14.70% | 15.77%-1.1pp | 87.57%-72.9pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $6,521 | $2,929+122.6% | $2,759+136.4% | $2,032+220.9% |
| Participant deferral / active EE | $5,009 | $2,974+68.4% | $3,329+50.4% | $3,224+55.4% |
| Admin fee / account holder | $26 | $59-56.8% | $3,600-99.3% | $110-76.7% |