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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $16,672 |
PKF O'CONNOR DAVIES, LLP5+ years Service code 10 · EIN 27-1728945 | Accounting | $15,700 |
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 | $132,250 | $84,948+55.7% | $70,449+87.7% | $73,409+80.2% |
| Participation rate | 88.5% | 79.9%+8.6pp | 75.1%+13.5pp | 72.2%+16.3pp |
| Annual return | 14.28% | 13.39%+0.9pp | 109.03%-94.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,303 | $3,387+86.1% | $3,709+70.0% | $3,805+65.6% |
| Admin fee / account holder | $47 | $98-52.2% | $3,845-98.8% | $158-70.3% |