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 ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $19,696 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $5,550 |
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 | $165,213 | $70,083+135.7% | $59,878+175.9% | $55,725+196.5% |
| Participation rate | 98.2% | 78.4%+19.9pp | 74.7%+23.5pp | 70.9%+27.4pp |
| Annual return | -2.76% | 3.13%-5.9pp | 3.46%-6.2pp | 244.93%-247.7pp |
| Employer contribution / active EE | $6,909 | $2,878+140.0% | $2,722+153.9% | $2,078+232.5% |
| Participant deferral / active EE | $5,343 | $3,079+73.5% | $3,402+57.0% | $3,356+59.2% |
| Admin fee / account holder | $17 | $70-75.9% | $3,590-99.5% | $115-85.3% |