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 ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $37,416 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 26 · EIN 42-1445429 | Advisory (Participants) | $22,781 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $186 |
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 | $144,222 | $92,091+56.6% | $62,995+128.9% | $77,958+85.0% |
| Participation rate | 49.3% | 74.5%-25.2pp | 74.8%-25.6pp | 71.6%-22.4pp |
| Annual return | 13.09% | 16.23%-3.1pp | 87.57%-74.5pp | 20.87%-7.8pp |
| Employer contribution / active EE | $2,933 | $3,424-14.4% | $2,759+6.3% | $2,310+26.9% |
| Participant deferral / active EE | $2,309 | $3,361-31.3% | $3,329-30.7% | $3,537-34.7% |
| Admin fee / account holder | $73 | $48+51.9% | $3,600-98.0% | $97-25.2% |