Filed June 24, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 26 · EIN 26-1370206 | Advisory (Participants) | $25,000 |
JAMES MOORE & CO., P.L.4+ years Filed as: JAMES MOORE & CO, PL. Service code 10 · EIN 59-1060842 | Accounting | $15,500 |
Service code 26 · EIN 51-0595589 | Advisory (Participants) | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,649 | $46,969-60.3% | $154,107-87.9% | $73,367-74.6% |
| Participation rate | 88.4% | 72.4%+16.0pp | 83.0%+5.4pp | 69.5%+18.9pp |
| Annual return | -4.96% | 821.68%-826.6pp | 735.12%-740.1pp | 173.45%-178.4pp |
| Employer contribution / active EE | $3,207 | $1,723+86.1% | $5,298-39.5% | $2,499+28.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $5 | $47-90.2% | $13,411-100.0% | $68-93.3% |