Filed December 1, 2015 (most recent of 2 filings on file)
Total covered: 418 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 |
|---|---|---|
Filed as: FIDELITY INVEST INST. OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $322,358 |
CHAO & COMPANY, LTD6+ years Filed as: CHAO & COMPANY, LTD. Service code 27 · EIN 52-1804602 | Advisory (Plan) | $65,000 |
ARY ROEPCKE MULCHAEY, P.C.6+ years Service code 10 · EIN 52-2370901 | Accounting | $32,500 |
VORYS, SATER, SEYMOUR & PEASE6+ years Filed as: VORYS, SATER, SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $17,846 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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.
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 | $72,325 | $48,464+49.2% | $90,951-20.5% | $106,222-31.9% |
| Participation rate | 7.9% | 53.1%-45.2pp | 69.0%-61.1pp | 70.8%-62.9pp |
| Annual return | 16.81% | 16.72%+0.1pp | 134.60%-117.8pp | 21.69%-4.9pp |
| Employer contribution / active EE | $254 | $939-72.9% | $2,122-88.0% | $2,723-90.7% |
| Participant deferral / active EE | $451 | $1,510-70.1% | $3,373-86.6% | $4,600-90.2% |
| Admin fee / account holder | $91 | $58+57.5% | $5,959-98.5% | $78+16.5% |