Filed April 14, 2004
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 |
|---|---|---|
Filed as: FIDUCIARY FIRST Service code 16 · EIN 20-5582309 | Consulting | $61,287 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,056 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,188 | $80,005-9.8% | $140,016-48.4% | $55,725+29.5% |
| Participation rate | 98.4% | 87.0%+11.4pp | 87.5%+10.9pp | 70.9%+27.6pp |
| Annual return | -5.46% | 0.46%-5.9pp | 651.12%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,294 | $3,403-32.6% | $5,606-59.1% | $2,078+10.4% |
| Participant deferral / active EE | $2,907 | $5,264-44.8% | $6,927-58.0% | $3,356-13.4% |
| Admin fee / account holder | $233 | $116+101.0% | $10,705-97.8% | $115+101.9% |