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 CO2+ years Filed as: FID. INV. INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $240,898 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISOR, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $110,058 |
FID INV INST OPS CO2+ 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 | $72,855 | $80,211-9.2% | $74,183-1.8% | $63,975+13.9% |
| Participation rate | 59.0% | 84.2%-25.2pp | 76.6%-17.6pp | 71.1%-12.2pp |
| Annual return | 8.88% | 14.13%-5.3pp | 17.74%-8.9pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,375 | $2,553-7.0% | $2,370+0.2% | $2,182+8.9% |
| Participant deferral / active EE | $4,893 | $4,370+12.0% | $3,550+37.8% | $3,356+45.8% |
| Admin fee / account holder | $67 | $670% | $5,586-98.8% | $70-4.6% |