Filed April 18, 2014
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 50 · EIN 20-4751585 | Direct Payment | $47,118 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $34,000 |
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 | $148,050 | $85,199+73.8% | $57,179+158.9% | $63,975+131.4% |
| Participation rate | 92.3% | 74.0%+18.3pp | 75.3%+17.0pp | 71.1%+21.2pp |
| Annual return | 6.34% | 10.43%-4.1pp | 14.59%-8.2pp | 48.65%-42.3pp |
| Employer contribution / active EE | $4,874 | $3,446+41.4% | $2,682+81.7% | $2,182+123.4% |
| Participant deferral / active EE | $1,448 | $3,109-53.4% | $3,096-53.2% | $3,356-56.9% |
| Admin fee / account holder | $38 | $39-1.1% | $3,139-98.8% | $70-45.7% |