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 15 · EIN 20-5582309 | Recordkeeping | $104,660 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $51,288 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,032 |
RSM US LLP3 years Service code 16 · EIN 42-0714325 | Consulting | $23,794 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,906 | $75,388+104.2% | $123,544+24.6% | $55,725+176.2% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.3%+16.3pp | 70.9%+27.7pp |
| Annual return | -4.45% | 4.48%-8.9pp | 119.20%-123.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $7,895 | $3,063+157.8% | $4,628+70.6% | $2,078+279.9% |
| Participant deferral / active EE | $8,881 | $5,651+57.2% | $6,426+38.2% | $3,356+164.7% |
| Admin fee / account holder | $305 | $120+155.0% | $9,284-96.7% | $115+165.1% |