Filed October 16, 2002
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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 36-4001764 | Other Fees | $45,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $13,760 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,846 | $91,762+132.0% | $67,502+215.3% | $77,643+174.1% |
| Participation rate | 93.2% | 75.9%+17.3pp | 72.9%+20.3pp | 70.6%+22.6pp |
| Annual return | 11.10% | 14.87%-3.8pp | 3512.12%-3501.0pp | 31.24%-20.1pp |
| Employer contribution / active EE | $7,184 | $3,181+125.9% | $2,731+163.1% | $2,726+163.6% |
| Participant deferral / active EE | $5,354 | $3,903+37.2% | $4,000+33.9% | $4,647+15.2% |
| Admin fee / account holder | $90 | $176-48.8% | $3,998-97.7% | $430-79.1% |