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 10 1060 MAITLAND CENTER COMMONS · MAITLAND, FL 32751 | Accounting | $77,566 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,658 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$11,644 |
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 | $82,650 | $111,608-25.9% | $177,821-53.5% | $73,409+12.6% |
| Participation rate | 95.1% | 87.9%+7.3pp | 87.7%+7.4pp | 72.2%+22.9pp |
| Annual return | 18.60% | 18.23%+0.4pp | 48.32%-29.7pp | 59.29%-40.7pp |
| Employer contribution / active EE | $2,388 | $3,796-37.1% | $5,918-59.7% | $2,234+6.9% |
| Participant deferral / active EE | $3,506 | $6,199-43.4% | $7,714-54.6% | $3,805-7.9% |
| Admin fee / account holder | $236 | $166+42.8% | $12,427-98.1% | $158+49.7% |