Filed May 2, 2007 (most recent of 4 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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 15 · EIN 20-4751585 | Recordkeeping | $30,603 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER P.C Service code 15 · EIN 47-2517893 | Recordkeeping | $10,300 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,940 |
DEAWM TRUST COMPANY1+ years Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1+ years Filed as: DEAWM DISTRIBUTORS, INC. Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
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 | $93,572 | $72,770+28.6% | $67,652+38.3% | $55,191+69.5% |
| Participation rate | 80.9% | 78.8%+2.1pp | 75.7%+5.2pp | 69.2%+11.7pp |
| Annual return | -0.63% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,095 | $1,769-38.1% | $2,266-51.7% | $1,899-42.4% |
| Participant deferral / active EE | $4,746 | $3,408+39.2% | $3,560+33.3% | $3,046+55.8% |
| Admin fee / account holder | $100 | $79+26.8% | $4,821-97.9% | $91+10.1% |