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 ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $61,471 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $11,759 |
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 | $184,157 | $95,542+92.7% | $69,455+165.1% | $67,579+172.5% |
| Participation rate | 98.0% | 79.4%+18.7pp | 74.6%+23.4pp | 71.3%+26.8pp |
| Annual return | 17.92% | 17.67%+0.2pp | 28.97%-11.1pp | 378.56%-360.6pp |
| Employer contribution / active EE | $6,750 | $2,989+125.9% | $2,779+142.9% | $2,148+214.3% |
| Participant deferral / active EE | $5,227 | $3,263+60.2% | $3,535+47.9% | $3,539+47.7% |
| Admin fee / account holder | $48 | $90-46.4% | $3,839-98.7% | $142-66.1% |