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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,682,603 |
BANNER HEALTH5+ years Service code 14 · EIN 45-0233470 | Plan Administrator | $379,220 |
FID INV INST OPS CO4 years Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV. INST. OPS.CO,INC. Service code 37 · EIN 04-2647786 | Loan Processing | $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 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 | $66,886 | $58,202+14.9% | $172,739-61.3% | $89,569-25.3% |
| Participation rate | 68.1% | 72.8%-4.7pp | 82.6%-14.5pp | 69.6%-1.5pp |
| Annual return | 23.29% | 61.59%-38.3pp | 802.84%-779.6pp | 34.56%-11.3pp |
| Employer contribution / active EE | $1,685 | $1,759-4.2% | $5,143-67.2% | $2,584-34.8% |
| Participant deferral / active EE | $3,804 | $3,335+14.1% | $5,198-26.8% | $4,220-9.9% |
| Admin fee / account holder | $43 | $53-19.0% | $13,954-99.7% | $72-40.6% |