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, LLP2+ years Service code 11 · EIN 27-1728945 | Actuarial | $14,400 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 51 · EIN 20-4751585 | Investment Mgmt Fees | $13,069 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,360 | $74,552+44.0% | $62,995+70.4% | $69,631+54.2% |
| Participation rate | 76.1% | 78.3%-2.2pp | 74.8%+1.2pp | 70.7%+5.4pp |
| Annual return | 10.99% | 15.77%-4.8pp | 87.57%-76.6pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,825 | $2,974+95.8% | $3,329+75.0% | $3,224+80.7% |
| Admin fee / account holder | $39 | $59-34.2% | $3,600-98.9% | $110-64.6% |