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 CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $153,690 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 26 · EIN 04-2654524 | Advisory (Participants) | $5,583 |
INVESCO2 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 15 · EIN 58-1707262 | Recordkeeping | $2,460 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,138 |
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 | $100,886 | $67,512+49.4% | $185,823-45.7% | $93,030+8.4% |
| Participation rate | 51.9% | 67.1%-15.2pp | 81.7%-29.8pp | 73.9%-22.0pp |
| Annual return | 17.13% | 21.04%-3.9pp | 122.05%-104.9pp | 158.70%-141.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,215 | $3,035+5.9% | $5,568-42.3% | $4,562-29.5% |
| Admin fee / account holder | $148 | $318-53.5% | $16,237-99.1% | $152-2.7% |