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 | $82,989 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $34,928 |
WOLF & COMPANY, P.C.1 year Service code 10 · EIN 36-2985665 | Accounting | $16,800 |
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 | $108,191 | $88,515+22.2% | $162,163-33.3% | $67,579+60.1% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 20.44% | 27.04%-6.6pp | 115.59%-95.2pp | 378.56%-358.1pp |
| Employer contribution / active EE | $2,340 | $3,563-34.3% | $5,614-58.3% | $2,148+9.0% |
| Participant deferral / active EE | $7,400 | $5,724+29.3% | $7,298+1.4% | $3,539+109.1% |
| Admin fee / account holder | $282 | $124+128.4% | $10,843-97.4% | $142+98.5% |