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 | Recordkeeping fees; Recordkeeping and... | $249,351 |
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $57,258 |
Filed as: FIDUCIARY PLAN CONSUTANTS LLC Service code 16 · EIN 47-1186155 | Consulting | $35,016 |
Filed as: FIDUCIARY PLAN ADVISORS Service code 16 · EIN 36-4500709 | Consulting | $11,337 |
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 | $61,057 | $47,456+28.7% | $172,739-64.7% | $77,787-21.5% |
| Participation rate | 65.2% | 66.3%-1.1pp | 82.6%-17.5pp | 73.2%-8.0pp |
| Annual return | 25.39% | 35.57%-10.2pp | 802.84%-777.5pp | 32.57%-7.2pp |
| Employer contribution / active EE | $1,026 | $1,574-34.8% | $5,143-80.1% | $2,504-59.0% |
| Participant deferral / active EE | $3,519 | $2,560+37.5% | $5,198-32.3% | $3,967-11.3% |
| Admin fee / account holder | $98 | $81+20.9% | $13,954-99.3% | $100-2.3% |