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 CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $159,577 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 26 · EIN 04-2654524 | Advisory (Participants) | $8,416 |
INVESCO3 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 15 · EIN 58-1707262 | Recordkeeping | $2,220 |
AXA EQUITABLE LIFE INSURANCE CO8+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,460 |
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 | $78,964 | $45,000+75.5% | $143,757-45.1% | $77,904+1.4% |
| Participation rate | 54.0% | 66.8%-12.8pp | 80.3%-26.3pp | 73.7%-19.7pp |
| Annual return | -14.89% | 29.03%-43.9pp | -0.04%-14.9pp | 12.21%-27.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,797 | $3,157+20.3% | $5,637-32.6% | $4,806-21.0% |
| Admin fee / account holder | $186 | $98+88.7% | $14,673-98.7% | $133+40.1% |