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 LLC Service code 16 · EIN 20-5582309 | Consulting | $45,732 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,674 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,755 |
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 | $76,345 | $88,515-13.7% | $162,163-52.9% | $67,579+13.0% |
| Participation rate | 96.1% | 86.8%+9.3pp | 87.6%+8.6pp | 71.3%+24.8pp |
| Annual return | 22.10% | 27.04%-4.9pp | 115.59%-93.5pp | 378.56%-356.5pp |
| Employer contribution / active EE | $2,210 | $3,563-38.0% | $5,614-60.6% | $2,148+2.9% |
| Participant deferral / active EE | $3,075 | $5,724-46.3% | $7,298-57.9% | $3,539-13.1% |
| Admin fee / account holder | $176 | $124+42.4% | $10,843-98.4% | $142+23.7% |