Filed April 30, 2013
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 9-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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $1,389,279 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,135 |
TURNSTONE DBA ALPHAGRAPHICS2 years Service code 16 · EIN 06-1280433 | Consulting | $41,396 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $38,702 |
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 | $47,521 | $58,202-18.4% | $172,739-72.5% | $89,569-46.9% |
| Participation rate | 81.1% | 72.8%+8.3pp | 82.6%-1.5pp | 69.6%+11.6pp |
| Annual return | 25.71% | 61.59%-35.9pp | 802.84%-777.1pp | 34.56%-8.8pp |
| Employer contribution / active EE | $4,044 | $1,759+129.9% | $5,143-21.4% | $2,584+56.5% |
| Participant deferral / active EE | $4,593 | $3,335+37.7% | $5,198-11.6% | $4,220+8.8% |
| Admin fee / account holder | $74 | $53+40.3% | $13,954-99.5% | $72+2.9% |