Filed January 13, 2016 (most recent of 3 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 CO1+ years Filed as: FID. INV. INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $85,457 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISOR, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,573 |
FID INV INST OPS CO1+ years Filed as: FID. INV. INST. OPS. CO. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,169 | $71,957-5.3% | $67,652+0.8% | $59,188+15.2% |
| Participation rate | 58.9% | 82.7%-23.7pp | 75.7%-16.7pp | 69.4%-10.5pp |
| Annual return | 2.60% | 8.53%-5.9pp | 6625.04%-6622.4pp | 5.51%-2.9pp |
| Employer contribution / active EE | $1,542 | $2,432-36.6% | $2,266-31.9% | $2,098-26.5% |
| Participant deferral / active EE | $3,654 | $4,211-13.2% | $3,560+2.6% | $3,265+11.9% |
| Admin fee / account holder | $24 | $64-62.0% | $4,821-99.5% | $92-73.5% |