Filed December 1, 2015 (most recent of 2 filings on file)
Total covered: 418 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST. OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $338,355 |
CHAO & COMPANY, LTD8+ years Filed as: CHAO & COMPANY, LTD. Service code 27 · EIN 52-1804602 | Advisory (Plan) | $72,500 |
ARY ROEPCKE MULCHAEY, P.C.8+ years Service code 10 · EIN 52-2370901 | Accounting | $32,568 |
VORYS, SATER, SEYMOUR & PEASE8+ years Filed as: VORYS, SATER, SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $20,918 |
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 with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,645 | $47,540+48.6% | $79,550-11.2% | $89,394-21.0% |
| Participation rate | 9.0% | 54.9%-45.9pp | 69.5%-60.4pp | 71.3%-62.2pp |
| Annual return | -17.46% | -8.05%-9.4pp | 0.16%-17.6pp | -11.89%-5.6pp |
| Employer contribution / active EE | $345 | $1,122-69.3% | $2,413-85.7% | $3,022-88.6% |
| Participant deferral / active EE | $623 | $1,961-68.2% | $3,985-84.4% | $5,123-87.8% |
| Admin fee / account holder | $95 | $59+62.3% | $6,832-98.6% | $79+19.6% |