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 ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 17 · EIN 20-4751585 | Pension Consulting | $32,693 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $191,749 | $92,091+108.2% | $62,995+204.4% | $77,958+146.0% |
| Participation rate | 71.6% | 74.5%-2.9pp | 74.8%-3.2pp | 71.6%-0.1pp |
| Annual return | 13.57% | 16.23%-2.7pp | 87.57%-74.0pp | 20.87%-7.3pp |
| Employer contribution / active EE | $4,125 | $3,424+20.5% | $2,759+49.5% | $2,310+78.5% |
| Participant deferral / active EE | $4,417 | $3,361+31.4% | $3,329+32.7% | $3,537+24.9% |
| Admin fee / account holder | $37 | $48-22.6% | $3,600-99.0% | $97-61.9% |