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 | $81,013 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $34,846 |
WOLF & COMPANY, P.C.1 year Filed as: WOLF AND COMPANY PC Service code 10 · EIN 04-2689883 | Accounting | $15,023 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $122,011 | $111,608+9.3% | $177,821-31.4% | $73,409+66.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 14.12% | 18.23%-4.1pp | 48.32%-34.2pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,561 | $3,796-32.5% | $5,918-56.7% | $2,234+14.7% |
| Participant deferral / active EE | $7,867 | $6,199+26.9% | $7,714+2.0% | $3,805+106.7% |
| Admin fee / account holder | $280 | $166+69.3% | $12,427-97.7% | $158+77.5% |