Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $144,286 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 26 · EIN 04-2654524 | Advisory (Participants) | $3,496 |
INVESCO1 year Filed as: INVESCO CAPITAL MANAGEMENT Service code 15 · EIN 58-1707262 | Recordkeeping | $2,820 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,572 |
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 | $88,743 | $56,095+58.2% | $178,490-50.3% | $90,288-1.7% |
| Participation rate | 55.8% | 65.6%-9.8pp | 81.9%-26.1pp | 73.4%-17.6pp |
| Annual return | 14.07% | 28.81%-14.7pp | 151.07%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,214 | $2,669+20.4% | $5,202-38.2% | $4,232-24.1% |
| Admin fee / account holder | $142 | $101+41.1% | $13,984-99.0% | $114+24.5% |