Filed December 10, 2018 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $44,169 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $33,234 |
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 | $92,664 | $81,537+13.6% | $149,718-38.1% | $69,631+33.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 15.85% | 22.79%-6.9pp | 1501.63%-1485.8pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $2,138 | $3,239-34.0% | $5,445-60.7% | $2,032+5.2% |
| Participant deferral / active EE | $6,484 | $4,994+29.8% | $6,569-1.3% | $3,224+101.1% |
| Admin fee / account holder | $241 | $107+125.5% | $11,283-97.9% | $110+118.2% |