Filed August 30, 2017 (most recent of 2 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 ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $13,250 |
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 | $92,124 | $67,166+37.2% | $57,343+60.7% | $55,191+66.9% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.1pp | 69.2%+26.0pp |
| Annual return | 2.62% | 4.22%-1.6pp | 24.39%-21.8pp | 10.78%-8.2pp |
| Employer contribution / active EE | $2,705 | $2,812-3.8% | $2,689+0.6% | $1,899+42.5% |
| Participant deferral / active EE | $3,280 | $2,835+15.7% | $3,162+3.7% | $3,046+7.7% |
| Admin fee / account holder | $12 | $44-72.3% | $3,356-99.6% | $91-86.7% |