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 |
|---|---|---|
FIDUCIARYFIRST LLC1 year Filed as: FIDUCIARYFIRST Service code 16 · EIN 20-5582309 | Consulting | $106,394 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,285 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $40,912 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $15,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $208,101 | $88,122+136.2% | $141,162+47.4% | $67,579+207.9% |
| Participation rate | 99.2% | 76.5%+22.7pp | 82.5%+16.7pp | 71.3%+27.9pp |
| Annual return | 21.09% | 75.40%-54.3pp | 71.39%-50.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $9,934 | $3,224+208.1% | $4,735+109.8% | $2,148+362.5% |
| Participant deferral / active EE | $12,648 | $5,958+112.3% | $6,709+88.5% | $3,539+257.4% |
| Admin fee / account holder | $364 | $131+178.0% | $10,261-96.5% | $142+155.8% |