Filed November 7, 2008
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 ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $44,000 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER, TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $12,078 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$129,250 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $270,562 | $39,859+578.8% | $78,689+243.8% | $57,658+369.3% |
| Participation rate | 97.5% | 66.1%+31.4pp | 73.6%+23.9pp | 70.2%+27.2pp |
| Annual return | 7.24% | 18.96%-11.7pp | 62.18%-54.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $7,109 | $1,786+298.1% | $2,851+149.4% | $1,974+260.2% |
| Participant deferral / active EE | $10,735 | $2,248+377.5% | $3,517+205.2% | $3,061+250.7% |
| Admin fee / account holder | $95 | $76+24.6% | $4,510-97.9% | $95+0.4% |