Filed August 8, 2019 (most recent of 10 filings on file)
Total covered: 65 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 Filed as: FIDELITY INV. INST. OPS.CO,INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,997,039 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,669,654 |
BANNER HEALTH10+ years Service code 16 · EIN 45-0233470 | Consulting | $300,570 |
FID INV INST OPS CO9 years Service code 60 | Sub-TA Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,583 | $73,283+22.2% | $155,509-42.4% | $106,382-15.8% |
| Participation rate | 69.1% | 73.3%-4.2pp | 78.2%-9.1pp | 69.9%-0.8pp |
| Annual return | 15.53% | 15.77%-0.2pp | 64.67%-49.1pp | 17.37%-1.8pp |
| Employer contribution / active EE | $2,192 | $2,247-2.5% | $4,672-53.1% | $3,364-34.8% |
| Participant deferral / active EE | $5,182 | $4,580+13.1% | $5,626-7.9% | $5,569-6.9% |
| Admin fee / account holder | $72 | $56+28.8% | $15,912-99.5% | $79-8.8% |