Filed January 23, 2017 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $2,762,799 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,001,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,776 | $57,150-51.4% | $93,654-70.3% | $106,408-73.9% |
| Participation rate | 39.0% | 49.1%-10.1pp | 68.7%-29.7pp | 69.9%-30.9pp |
| Annual return | 14.28% | 15.81%-1.5pp | 133.34%-119.1pp | 17.37%-3.1pp |
| Employer contribution / active EE | $376 | $1,015-63.0% | $2,421-84.5% | $3,361-88.8% |
| Participant deferral / active EE | $807 | $1,853-56.4% | $4,413-81.7% | $5,567-85.5% |
| Admin fee / account holder | $29 | $64-55.7% | $8,282-99.7% | $79-64.0% |