Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $173,319 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,558 |
Form 5500 reported that benefits due were not provided when due.
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 | $95,681 | $49,468+93.4% | $150,298-36.3% | $103,975-8.0% |
| Participation rate | 84.8% | 58.1%+26.7pp | 77.8%+7.1pp | 72.5%+12.3pp |
| Annual return | 18.43% | 38.98%-20.6pp | 62.79%-44.4pp | 19.41%-1.0pp |
| Employer contribution / active EE | $702 | $1,670-57.9% | $4,154-83.1% | $3,722-81.1% |
| Participant deferral / active EE | $7,147 | $2,650+169.7% | $5,453+31.1% | $5,343+33.8% |
| Admin fee / account holder | $51 | $385-86.8% | $14,116-99.6% | $332-84.7% |