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) | $65,956 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 610 W GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Accounting | $19,367 |
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 | $190,954 | $105,581+80.9% | $70,449+171.1% | $90,288+111.5% |
| Participation rate | 99.4% | 77.5%+21.8pp | 75.1%+24.3pp | 73.4%+26.0pp |
| Annual return | 14.15% | 14.78%-0.6pp | 109.03%-94.9pp | 53.97%-39.8pp |
| Employer contribution / active EE | $3,036 | $3,304-8.1% | $2,737+11.0% | $2,524+20.3% |
| Participant deferral / active EE | $4,461 | $3,813+17.0% | $3,709+20.3% | $4,232+5.4% |
| Admin fee / account holder | $40 | $68-40.9% | $3,845-99.0% | $114-65.0% |