Filed November 16, 1992
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 FIRST LLC Service code 16 · EIN 20-5582309 | Consulting | $87,893 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,825 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER HOSTETLER Service code 14 · EIN 34-0082025 | Plan Administrator | $29,191 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $19,400 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$37,195 |
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 | $162,344 | $155,795+4.2% | $136,294+19.1% | $69,631+133.1% |
| Participation rate | 97.9% | 75.2%+22.6pp | 81.9%+15.9pp | 70.7%+27.2pp |
| Annual return | 17.89% | 232464.33%-232446.4pp | 5155.94%-5138.1pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $7,179 | $2,991+140.0% | $4,695+52.9% | $2,032+253.3% |
| Participant deferral / active EE | $7,584 | $5,394+40.6% | $6,247+21.4% | $3,224+135.3% |
| Admin fee / account holder | $211 | $128+64.8% | $9,243-97.7% | $110+91.4% |