Filed July 5, 2017 (most recent of 4 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 ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 10 · EIN 20-4751585 | Accounting | $31,364 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $17,000 |
Service code 17 · EIN 27-0015651 | Pension Consulting | $5,989 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $174,956 | $85,199+105.3% | $57,179+206.0% | $63,975+173.5% |
| Participation rate | 72.2% | 74.0%-1.8pp | 75.3%-3.1pp | 71.1%+1.1pp |
| Annual return | 8.07% | 10.43%-2.4pp | 14.59%-6.5pp | 48.65%-40.6pp |
| Employer contribution / active EE | $4,003 | $3,446+16.1% | $2,682+49.2% | $2,182+83.5% |
| Participant deferral / active EE | $4,265 | $3,109+37.2% | $3,096+37.8% | $3,356+27.1% |
| Admin fee / account holder | $38 | $39-1.5% | $3,139-98.8% | $70-46.0% |