Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $596,225 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $301,076 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $75,677 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,495 | $178,759-35.4% | $102,423+12.8% | $106,382+8.6% |
| Participation rate | 77.8% | 91.3%-13.5pp | 76.5%+1.3pp | 69.9%+7.9pp |
| Annual return | 13.21% | 17.23%-4.0pp | 29.32%-16.1pp | 17.37%-4.2pp |
| Employer contribution / active EE | $563 | $5,750-90.2% | $3,023-81.4% | $3,364-83.3% |
| Participant deferral / active EE | $5,301 | $9,466-44.0% | $5,053+4.9% | $5,569-4.8% |
| Admin fee / account holder | $82 | $62+31.8% | $9,451-99.1% | $79+3.3% |