Filed March 17, 2003
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $89,124 |
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $19,038 |
Filed as: FIDUCIARY PLAN CONSUTANTS LLC Service code 16 · EIN 47-1186155 | Consulting | $15,291 |
Service code 10 · EIN 55-0486667 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,943 | $47,456-47.4% | $172,739-85.6% | $77,787-67.9% |
| Participation rate | 65.7% | 66.3%-0.6pp | 82.6%-16.9pp | 73.2%-7.5pp |
| Annual return | 24.26% | 35.57%-11.3pp | 802.84%-778.6pp | 32.57%-8.3pp |
| Employer contribution / active EE | $620 | $1,574-60.6% | $5,143-88.0% | $2,504-75.3% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $39 | $81-51.6% | $13,954-99.7% | $100-60.9% |