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, LLP3+ years Service code 10 · EIN 27-1728945 | Accounting | $14,800 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $12,500 |
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 | $114,957 | $70,083+64.0% | $59,878+92.0% | $55,725+106.3% |
| Participation rate | 78.2% | 78.4%-0.2pp | 74.7%+3.5pp | 70.9%+7.3pp |
| Annual return | 9.42% | 3.13%+6.3pp | 3.46%+6.0pp | 244.93%-235.5pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,779 | $3,079+87.7% | $3,402+69.9% | $3,356+72.2% |
| Admin fee / account holder | $39 | $70-44.9% | $3,590-98.9% | $115-66.4% |