Filed February 11, 2011
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 SERVICES LLC Service code 16 · EIN 86-3344693 275 S. 5TH AVENUE, SUITE 151 · POCATELLO, ID 83201 | Consulting | $7,885 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,378 | $88,083+217.2% | $164,813+69.5% | $74,495+275.0% |
| Participation rate | 98.4% | 73.0%+25.4pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 35.76% | 17.26%+18.5pp | 69.93%-34.2pp | 1364.94%-1329.2pp |
| Employer contribution / active EE | $17,020 | $2,593+556.4% | $4,341+292.1% | $2,623+548.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $41 | $2,234-98.2% | $12,690-99.7% | $1,942-97.9% |