Filed April 11, 2016 (most recent of 4 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $108,184 |
FIDUCIARYFIRST LLC1+ years Filed as: FIDUCIARYFIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $47,474 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,108 | $46,761+223.1% | $106,619+41.7% | $57,658+162.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 12.27% | 15.77%-3.5pp | 9.42%+2.8pp | 5.13%+7.1pp |
| Employer contribution / active EE | $4,804 | $1,274+277.2% | $3,947+21.7% | $1,974+143.4% |
| Participant deferral / active EE | $8,341 | $1,954+326.8% | $3,930+112.2% | $3,061+172.5% |
| Admin fee / account holder | $237 | $97+145.2% | $6,418-96.3% | $95+151.0% |