Filed October 18, 2004
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 ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $30,838 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 26 · EIN 42-1445429 | Advisory (Participants) | $19,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $141,254 | $68,408+106.5% | $57,179+147.0% | $57,658+145.0% |
| Participation rate | 48.6% | 79.1%-30.6pp | 75.3%-26.8pp | 70.2%-21.6pp |
| Annual return | 1.39% | 8.51%-7.1pp | 14.59%-13.2pp | 5.13%-3.7pp |
| Employer contribution / active EE | $2,931 | $2,869+2.1% | $2,682+9.3% | $1,974+48.5% |
| Participant deferral / active EE | $2,376 | $2,903-18.2% | $3,096-23.3% | $3,061-22.4% |
| Admin fee / account holder | $65 | $70-6.7% | $3,139-97.9% | $95-31.2% |