Filed July 26, 2018
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 28 · EIN 20-4751585 | Investment Management | $46,355 |
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 | $91,446 | $74,552+22.7% | $62,995+45.2% | $69,631+31.3% |
| Participation rate | 97.3% | 78.3%+19.0pp | 74.8%+22.5pp | 70.7%+26.6pp |
| Annual return | 14.05% | 15.77%-1.7pp | 87.57%-73.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,278 | $2,929-56.4% | $2,759-53.7% | $2,032-37.1% |
| Participant deferral / active EE | $2,495 | $2,974-16.1% | $3,329-25.1% | $3,224-22.6% |
| Admin fee / account holder | $47 | $59-20.2% | $3,600-98.7% | $110-57.1% |