Filed November 2, 2010 (most recent of 3 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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $14,100 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $13,013 |
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 | $96,225 | $68,408+40.7% | $57,179+68.3% | $57,658+66.9% |
| Participation rate | 77.8% | 79.1%-1.4pp | 75.3%+2.4pp | 70.2%+7.6pp |
| Annual return | 7.76% | 8.51%-0.7pp | 14.59%-6.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,088 | $2,903+109.7% | $3,096+96.6% | $3,061+98.9% |
| Admin fee / account holder | $38 | $70-45.1% | $3,139-98.8% | $95-59.6% |