Filed June 5, 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 ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $59,352 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $435 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,944 | $87,173+53.7% | $59,878+123.7% | $75,289+77.9% |
| Participation rate | 81.3% | 74.5%+6.8pp | 74.7%+6.6pp | 72.4%+8.9pp |
| Annual return | -2.95% | -2.14%-0.8pp | 3.46%-6.4pp | -0.04%-2.9pp |
| Employer contribution / active EE | $5,030 | $3,473+44.8% | $2,722+84.8% | $2,405+109.1% |
| Participant deferral / active EE | $3,982 | $3,379+17.9% | $3,402+17.1% | $3,739+6.5% |
| Admin fee / account holder | $19 | $75-74.1% | $3,590-99.5% | $102-81.0% |