Filed December 10, 2002 (most recent of 2 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 ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $50,106 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $28,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $248,765 | $92,091+170.1% | $62,995+294.9% | $77,958+219.1% |
| Participation rate | 60.1% | 74.5%-14.4pp | 74.8%-14.7pp | 71.6%-11.6pp |
| Annual return | 13.57% | 16.23%-2.7pp | 87.57%-74.0pp | 20.87%-7.3pp |
| Employer contribution / active EE | $3,653 | $3,424+6.7% | $2,759+32.4% | $2,310+58.1% |
| Participant deferral / active EE | $4,411 | $3,361+31.3% | $3,329+32.5% | $3,537+24.7% |
| Admin fee / account holder | $19 | $48-61.2% | $3,600-99.5% | $97-80.9% |