Filed August 4, 2005
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 |
|---|---|---|
Filed as: FIDUCIARY INVESTEMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 100 NORTHFIELD DR · WINSOR, CT 060954730 | Advisory (Plan) | $51,500 |
Filed as: FIDELITY INST. INV. OPER. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $75 |
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 | $172,220 | $204,517-15.8% | $69,455+148.0% | $77,787+121.4% |
| Participation rate | 99.6% | 74.6%+24.9pp | 74.6%+24.9pp | 73.2%+26.3pp |
| Annual return | 17.13% | 22.10%-5.0pp | 28.97%-11.8pp | 32.57%-15.4pp |
| Employer contribution / active EE | $5,633 | $3,548+58.8% | $2,779+102.7% | $2,504+124.9% |
| Participant deferral / active EE | $4,851 | $3,478+39.5% | $3,535+37.2% | $3,967+22.3% |
| Admin fee / account holder | $28 | $101-72.6% | $3,839-99.3% | $100-72.4% |