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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,444,284 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $663,308 |
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 | $110,337 | $121,719-9.4% | $154,803-28.7% | $140,769-21.6% |
| Participation rate | 91.4% | 76.3%+15.2pp | 78.1%+13.3pp | 74.2%+17.3pp |
| Annual return | 18.22% | 19.22%-1.0pp | 58.88%-40.7pp | 16.82%+1.4pp |
| Employer contribution / active EE | $2,557 | $2,466+3.7% | $4,305-40.6% | $3,906-34.5% |
| Participant deferral / active EE | $6,770 | $5,384+25.7% | $5,540+22.2% | $6,717+0.8% |
| Admin fee / account holder | $60 | $71-14.5% | $14,329-99.6% | $229-73.6% |