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 CO4+ years Filed as: FID. INV. INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $231,838 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISOR, INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,606 |
FID INV INST OPS CO4+ 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.
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 | $75,833 | $78,852-3.8% | $76,768-1.2% | $75,289+0.7% |
| Participation rate | 56.8% | 85.0%-28.2pp | 77.0%-20.2pp | 72.4%-15.7pp |
| Annual return | -4.35% | -1.29%-3.1pp | 2.43%-6.8pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,314 | $2,794-17.2% | $2,485-6.9% | $2,405-3.8% |
| Participant deferral / active EE | $4,931 | $4,800+2.7% | $3,852+28.0% | $3,739+31.9% |
| Admin fee / account holder | $62 | $79-21.8% | $6,675-99.1% | $102-39.6% |