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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $185,687 |
Filed as: FIDUCIARY PLAN CONSUTANTS LLC Service code 16 · EIN 47-1186155 | Consulting | $55,430 |
ARNETT CARBIS TOOTHMAN LLP2 years Service code 10 · EIN 55-0486667 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,304 | $56,095+23.5% | $178,490-61.2% | $90,288-23.2% |
| Participation rate | 61.2% | 65.6%-4.3pp | 81.9%-20.7pp | 73.4%-12.1pp |
| Annual return | 15.60% | 28.81%-13.2pp | 151.07%-135.5pp | 53.97%-38.4pp |
| Employer contribution / active EE | $666 | $1,572-57.6% | $5,011-86.7% | $2,524-73.6% |
| Participant deferral / active EE | $3,566 | $2,669+33.6% | $5,202-31.5% | $4,232-15.8% |
| Admin fee / account holder | $79 | $101-21.8% | $13,984-99.4% | $114-31.0% |