See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $31,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $200,480 | $89,739+123.4% | $149,718+33.9% | $62,292+221.8% |
| Participation rate | 92.5% | 85.1%+7.3pp | 87.1%+5.4pp | 69.5%+22.9pp |
| Annual return | 23.58% | 21.01%+2.6pp | 1501.63%-1478.1pp | 28.90%-5.3pp |
| Employer contribution / active EE | $6,964 | $3,233+115.4% | $5,445+27.9% | $2,042+241.0% |
| Participant deferral / active EE | $12,630 | $4,797+163.3% | $6,569+92.3% | $3,169+298.5% |
| Admin fee / account holder | $11 | $551-98.0% | $11,283-99.9% | $479-97.7% |