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 ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $19,190 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $10,000 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $138 |
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 | $94,025 | $68,408+37.4% | $57,179+64.4% | $57,658+63.1% |
| Participation rate | 99.5% | 79.1%+20.4pp | 75.3%+24.2pp | 70.2%+29.3pp |
| Annual return | 6.34% | 8.51%-2.2pp | 14.59%-8.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $2,800 | $2,869-2.4% | $2,682+4.4% | $1,974+41.9% |
| Participant deferral / active EE | $3,630 | $2,903+25.0% | $3,096+17.2% | $3,061+18.6% |
| Admin fee / account holder | $25 | $70-64.4% | $3,139-99.2% | $95-73.7% |